← Directory
F/M INVESTMENTS LLC
CRD 304405File 801-116853
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$17.74B
Top 10% of cohort (national)
Discretionary AUM
$17.64B
Non-discretionary $92.2M
Clients
5,772
5,780 accounts
Employees
83
Top 25% of cohort in DC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 28, 2019
- Principal office
- 3050 K. ST NW, SUITE 201, WASHINGTON, DC, 20007
- Phone
- 202-839-4910
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $17.74B
- Discretionary AUM
- $17.64B
- Non-discretionary AUM
- $92.2M
- Discretionary accounts
- 5,687
- Non-discretionary accounts
- 93
- Total accounts
- 5,780
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 497 | $3.06B |
| Investment companies | 23 | $8.57B |
| Charitable organizations | 77 | $255.1M |
| Other investment advisers | 3,971 | $1.82B |
| High net worth individuals | 797 | $999.7M |
| Pooled investment vehicles | 53 | $334.1M |
| Banking or thrift institutions | 25 | $116.9M |
| Pension and profit sharing plans | 108 | $2.34B |
| State or municipal government entities | 19 | $112.3M |
| Individuals (other than high net worth individuals) | 202 | $80.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 5780 | 5772 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.