FBD ASSET MGMT

Legal name: FBD ASSET MGMT, LLC

CRD 307216File 801-118216

APPROVED

Retail clients

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$76.8M

Bottom 25% of cohort (national)

Discretionary AUM

$76.8M

Clients

137

137 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
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.