Fee-OnlyFinder

F/m Investments LLC

Flat / fixed fees in Washington, DC

SEC registeredNo commissions reported

Call (202) 839-4910Send a messageMap ↗

Public-record details

Address
900 19th St Nw, Suite 203, Washington, DC 20006
Phone
(202) 839-4910
Listed under
Flat / fixed fees, % of assets managed, Retirement plan consulting
CRD number
304405
Registration
SEC registered since 2019-06-28
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
Regulatory assets under management
$17.7 billion
Accounts managed
5,780
Clients reported (Form ADV 5.D)
5,780
Individual / high-net-worth clients
202 / 797
Employees
83
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-08-26

SEC registered investment adviser, CRD 304405, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Washington

Advocate Wealth, LLC1717 K Street N.w., Suite 900 · Washington, DC 20006 · (202) 802-1925 · Financial planningCRD 330165 · % of assets, Fixed fees · $25.4 million AUMState registeredNo commissions reportedAption Advisors LLC1100 15th St Nw · Washington, DC 20005 · (617) 412-5604 · % of assets managedCRD 333568 · % of assetsState registeredNo commissions reportedBlue Like an Orange Sustainable Capital1011 17 Street Nw, Suite 1010 · Washington, DC 20036 · (202) 437-5214 · Flat / fixed feesCRD 291948 · % of assets, Fixed fees · $426.5 million AUMSEC registeredNo commissions reportedBryspen, Incorporated1717 Pennsylvania Avenue, Nw, Suite 1025 · Washington, DC 20006 · (404) 545-8000 · Financial planningCRD 109004 · % of assets, Hourly charges, Fixed fees · $329.3 million AUMSEC registeredNo commissions reportedBurkholder & Associates, LLC1250 Connecticut Ave Nw, 7th Floor · Washington, DC 20036 · (301) 778-9970 · Financial planningCRD 313338 · % of assets, Hourly charges, Fixed fees · $287.4 million AUMSEC registeredNo commissions reportedCalvert Research and Management2050 M Street Nw, Suite 200 · Washington, DC 20036 · (800) 368-2745 · % of assets managedCRD 285127 · % of assets · $40.3 billion AUMSEC registeredNo commissions reportedCapital Area Planning Group1255 Union Street Ne, 7th Floor · Washington, DC 20002 · (202) 916-5624 · Financial planningCRD 333056 · % of assets, Fixed fees · $64.8 million AUMState registeredNo commissions reportedFolger Nolan Fleming Douglas Capital Management, INC.725 15th Street N.w. · Washington, DC 20005 · (202) 626-5220 · % of assets managedCRD 140444 · % of assets · $1.2 billion AUMSEC registeredNo commissions reported

All 25 in Washington →