FBMC RETIREMENT SOLUTIONS, LLC

RIASEC RegisteredEst. 2025
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
7

Firm details

Headquarters
TALLAHASSEE, Florida
CRD number
334707
Registered since
March 27, 2025
Fee structure
Percentage of AUM
Services
Pension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fbmc Retirement Solutions, LLC operates as an institutional pension consultant and adviser that focuses on selecting outside managers and providing educational programming for plan sponsors. Structured as a limited liability company, the firm positions itself as a capital allocator rather than a traditional retail wealth manager: it advises institutional clients on manager selection, construct-level choices, and implementation pathways rather than holding large pools of retail household accounts. Its fee model is reported as a percentage of assets under management, and its activity footprint is concentrated on pension consulting, third‑party manager selection, and running seminars or workshops for fiduciaries and plan committees. The firm does not identify itself as an active ESG investor and is not listed as a multi‑state adviser. Its affiliation with an insurance company suggests access to insurance‑based products and distribution channels that can play a role in liability‑sensitive solutions for plan sponsors. As a capital allocator, Fbmc Retirement Solutions emphasizes sourcing and vetting external managers and structuring allocations rather than direct day‑to‑day portfolio trading.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • David Faulkenberry

    President and CEOCRD 8046345

  • RICHARD FARRIS

    Chief Growth OfficerCRD 5064417

Contacts

3 of 5
  • Rocky Hallows

    CRD 8196396

  • Kevin Grady

    SecretaryCRD 8196395

  • Bracken Longhurst

    Vice PresidentCRD 8196394

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

TALLAHASSEE, FL

LEON

Location

TALLAHASSEE, FL

Headquartered in TALLAHASSEE, FL, in the South of the United States.

Region
South
County
LEON
Address
3101 Session Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth