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FBB CAPITAL PARTNERS
Legal name: FULTON BREAKEFIELD BROENNIMAN,LLC
CRD 108967File 801-57836
APPROVED
Retail clients
Custody
Filing as of Aug 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.39B
Top 25% of cohort (national)
Discretionary AUM
$2.39B
Clients
1,012
3,187 accounts
Employees
21
Top 25% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 4, 2000
- Principal office
- 4520 EAST-WEST HIGHWAY, SUITE 450, BETHESDA, MD, 20814
- Phone
- 301-657-8870
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.39B
- Discretionary AUM
- $2.39B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,187
- Non-discretionary accounts
- 0
- Total accounts
- 3,187
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 8 | $18.3M |
| High net worth individuals | 16 | $246.4M |
| Individuals (other than high net worth individuals) | 988 | $2.13B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,158 | 1,012 | decreased by146 |
| Apr 1, 2026 | AUM | $2,161,443,887 | $2,394,809,702 | increased by$233,365,815 |
| Apr 1, 2026 | Accounts | 2,990 | 3,187 | increased by197 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 21 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,012 | 1,158 | increased by146 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,806,000,000 | $2,161,443,887 | increased by$355,443,887 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,784 | 2,990 | increased by206 |
| Apr 1, 2022 | Employees | 17 | 19 | increased by2 |
| Apr 1, 2022 | Clients | 965 | 1,012 | increased by47 |
| Apr 1, 2022 | AUM | $1,418,000,000 | $1,806,000,000 | increased by$388,000,000 |
| Apr 1, 2022 | Accounts | 2,449 | 2,784 | increased by335 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FBB CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FBB CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.