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FBD ASSET MGMT
Legal name: FBD ASSET MGMT, LLC
CRD 307216File 801-118216
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$76.8M
Bottom 25% of cohort (national)
Discretionary AUM
$76.8M
Clients
137
137 accounts
Employees
1
Bottom 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 13, 2020
- Principal office
- 7760 FRANCE AVENUE SOUTH, SUITE 925, BLOOMINGTON, MN, 55435
- Phone
- 866-404-0089
- Website
- http://www.fbdasset.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $76.8M
- Discretionary AUM
- $76.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 137
- Non-discretionary accounts
- 0
- Total accounts
- 137
- AUM per client
- $560K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $162K |
| Charitable organizations | Fewer than 5 | $2.5M |
| High net worth individuals | 18 | $45.8M |
| Individuals (other than high net worth individuals) | 114 | $28.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 96 | 137 | increased by41 |
| Apr 1, 2026 | AUM | $48,531,960 | $76,763,198 | increased by$28,231,238 |
| Apr 1, 2026 | Accounts | 96 | 137 | increased by41 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 66 | 96 | increased by30 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $38,822,149 | $48,531,960 | increased by$9,709,811 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 66 | 96 | increased by30 |
| Apr 1, 2022 | Clients | 89 | 66 | decreased by23 |
| Apr 1, 2022 | AUM | $50,238,348 | $38,822,149 | decreased by$11,416,199 |
| Apr 1, 2022 | Accounts | 89 | 66 | decreased by23 |
| Dec 1, 2021 | Clients | 78 | 89 | increased by11 |
| Dec 1, 2021 | AUM | $44,237,983 | $50,238,348 | increased by$6,000,365 |
| Dec 1, 2021 | Accounts | 80 | 89 | increased by9 |
| 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 “FBD ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FBD ASSET” 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.