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F/M INVESTMENTS LLC
CRD 304405File 801-116853
APPROVED
Retail clients
Filing as of Aug 26, 2026
Feed vintage Oct 1, 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
- 900 19TH ST NW, SUITE 203, WASHINGTON, DC, 20006
- Phone
- 202-839-4910
- Website
- http://www.zcm.com
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 5,780 | 5,772 | decreased by8 |
| Apr 1, 2026 | Employees | 70 | 83 | increased by13 |
| Apr 1, 2026 | Clients | 4,484 | 5,780 | increased by1,296 |
| Apr 1, 2026 | AUM | $16,899,434,237 | $17,735,998,522 | increased by$836,564,285 |
| Apr 1, 2026 | Accounts | 4,480 | 5,780 | increased by1,300 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 70 | increased by49 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 128 | 4,484 | increased by4,356 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,444,691,093 | $16,899,434,237 | increased by$15,454,743,144 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 769 | 4,480 | increased by3,711 |
| Apr 1, 2022 | Employees | 20 | 21 | increased by1 |
| Apr 1, 2022 | Clients | 126 | 128 | increased by2 |
| Apr 1, 2022 | AUM | $1,466,253,671 | $1,444,691,093 | decreased by$21,562,578 |
| Apr 1, 2022 | Accounts | 921 | 769 | decreased by152 |
| 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 “INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INVESTMENTS” 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.