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| F/m Investments LLC
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| CRD # | 304405 |
| SEC # | 801-116853 |
| CIK # | 0001834499, 0000802119 |
| AUM | 17.7 B (2026-03-31) |
| Employees | 83 (55% Investors, 22% Brokers) |
| Phone | 202-839-4910 |
| Address | 3050 K St NW Washington, DC 20007 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001834499 0000802119 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Alphabet Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Palo Alto Networks Inc | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Northrop Grumman Corp /DE/ | 0.0 | ||
| Visa Inc | 0.0 | ||
| Intuitive Surgical Inc | 0.0 | ||
| Honeywell International Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Idexx Laboratories Inc /DE | 0.0 | ||
| ServiceNow Inc | 0.0 | ||
| Autodesk Inc | 0.0 | ||
| Regeneron Pharmaceuticals Inc | 0.0 | ||
| ULTA Salon Cosmetics & Fragrance Inc | 0.0 | ||
| Marriott International Inc /MD/ | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 202 | 0.1 |
| (b) Individuals (high net worth individuals) | 797 | 1.0 |
| (c) Banking or thrift institutions | 25 | 0.1 |
| (d) Investment companies | 23 | 8.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 53 | 0.3 |
| (g) Pension and profit sharing plans | 108 | 2.3 |
| (h) Charitable organizations | 77 | 0.3 |
| (i) State or municipal government entities | 19 | 0.1 |
| (j) Other investment advisers | 3,971 | 1.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 497 | 3.1 |
| (n) Other | 8 | 0.0 |
| Total | 5,780 | 17.7 |
| By Discretionary | ||
| Discretionary | 5,687 | 17.6 |
| Non-Discretionary | 93 | 0.1 |
| Total | 5,780 | 17.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 17.4 | |
| Total | 5,780 | 17.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0000802119] | |
| 13F-HR | [0001834499] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 254900CKADQ6QRI20O08 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Comprehensive Financial Management LLC
✚
|
CA | 18.5 B |
|
Spectrum Asset Management Inc
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CT | 18.3 B |
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Mercury Advisory LLC
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CA | 17.9 B |
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We Family Offices LLC
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FL | 17.8 B |
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Merganser Capital Management LLC
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MA | 17.7 B |
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Envestnet Portfolio Solutions Inc
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PA | 17.3 B |
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Capital Wealth Planning LLC
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FL | 17.2 B |
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Degroof Petercam Asset Management
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|
16.9 B | |
|
Nationwide Investment Advisors LLC
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OH | 16.7 B |
|
Sustainable Growth Advisers LP
✚
|
CT | 16.7 B |