F/m Investments LLC

F/m Investments LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Washington, District of Columbia. On its latest Form ADV, filed August 26, 2026, it reports $17.7B in regulatory assets under management, 999 individual clients and 46 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	304405 · SEC file 801-116853
Office	900 19th ST NW Suite 203 Washington, DC 20006
Phone	(202) 839-4910
Website	www.etfaction.com/author/fm_investments
Regulatory assets under management	$17.7B ($17.6B discretionary)
Individual clients	202 non-high-net-worth, 797 high-net-worth
Financial planning clients	Not reported
How it charges	Percentage of assets, Fixed fee
Services	Portfolio management, Pension consulting, Selection of other advisers
Employees	83
Disciplinary disclosures	None reported
Latest Form ADV filing	August 26, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It sponsors or manages a wrap fee program; ask what the bundled fee covers.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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