F/M Investments LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Washington, DC. Its latest Form ADV filing, dated March 31, 2026, reports $17.7B in regulatory assets under management, 83 employees, 9 offices, and 5,780 accounts.
Assets Under Management
$17.7B
Employees
83
Offices
9 offices
Total Clients
5,780
Primary office
WASHINGTON, DC
3050 K. ST NW, SUITE 201, WASHINGTON, DC, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentOther Advisers represent 68.7% of total clients.
Top client categories% of clientsClients
1
Other Advisers
68.7%
3,971
2
HNWI
13.8%
797
3
Corporations
8.6%
497
4
Individuals
3.5%
202
5
Pension Plans
1.9%
108
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$17.7Bas of March 31, 2026
Discretionary99.5%
$17.6B
99% of total RAUM99.5%
Non-discretionary0.5%
$92M
1% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$17.7B
Total Accounts5,780
10Y AUM Change+$17.7B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees83
Clients per Employee70:1
10Y Employee Change+81 (+4050.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.