FM Capital Group

Overview

FM Capital Group is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, providing portfolio management for individuals and small businesses alongside client education through newsletters and seminars. Its fee structure includes fixed fees and performance-based fees, and it operates as an adviser placing client assets rather than acting as a capital allocator or fund sponsor. The firm is not characterized as an active ESG investor and does not list multi-state or pension-consulting activities.

Assets & Accounts

Public Holdings

Investments & Alternatives