Wealth Manager
    SEC Registered

    F/M Investments LLC

    Registered investment advisor · Washington, Washington D.C. · CRD #304405

    Assets Under Management
    $17.7B
    Client Accounts
    5,780
    Employees
    83
    CRD Number
    304405
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About F/M Investments LLC

    F/m Investments LLC is an investment firm based in Washington, D.C., specializing in innovative exchange-traded funds (ETFs), mutual funds, and separately managed accounts (SMAs). The firm manages over $16 billion in assets and focuses on providing efficient and transparent investment solutions for advisors and institutional investors. With a team of 20-49 employees, F/m Investments has earned an Above Average Parent Pillar rating from Morningstar for its performance in the competitive investmen

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for F/M Investments LLC

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    Frequently Asked Questions

    What is F/M Investments LLC's AUM?

    F/M Investments LLC reports approximately $17.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is F/M Investments LLC headquartered?

    F/M Investments LLC is headquartered in Washington, Washington D.C..

    What is F/M Investments LLC's CRD number?

    F/M Investments LLC's CRD number is 304405. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does F/M Investments LLC manage?

    F/M Investments LLC manages approximately 5,780 client accounts according to its latest SEC filing.

    Is F/M Investments LLC SEC registered?

    Yes, F/M Investments LLC is registered with the SEC as an investment adviser with an approved registration status.

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