FM CAPITAL GROUP

Overview

FM Capital Group is a small, equity-focused advisory firm serving individual and family clients. The adviser combines discretionary portfolio management for individuals and small businesses with investor education through newsletters and seminars. Its fee model includes both fixed fees and performance-based fees, which suggests an active management approach for at least a portion of client accounts. The firm is organized as a limited liability company and is owned by an individual. It is not positioned as a multi-state adviser and does not identify as an active ESG investor. Advisory services emphasize direct management of client equity exposures alongside supplemental educational and publication activities.

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Location & Offices