firm profile
F/M Investments LLC
Overview
F/M Investments LLC is an SEC registered investment adviser based in Washington, DC, registered since 2019. It reports $17.7B in assets under management across 5,780 accounts, with 83 employees. It has 15 investment adviser representatives.
- Reported AUM
- $17.7B
- Discretionary
- 99%
- Accounts
- 5,780
- Average account
- $3.1M
- Employees
- 83
- Advisory reps
- 15
- Registered since
- 2019
- Jurisdictions
- 51
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 6
- Alexander Robert Morris Chief Executive Officer CRD 6052424
- David Louis Littleton President CRD 5066624
- Alison Hope Miller Chief Compliance Officer CRD 6848149
3 more executive officers, with direct contact details
Advisory reps 3 of 15
- Francisco Jose Bido Investment Adviser Rep CRD 4771263
- Michael J Botte Registered Rep · Investment Adviser Rep CRD 6403639
- Elizabeth Bucalo Registered Rep · Investment Adviser Rep CRD 5371607
12 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 900 19th St NW Ste 203
Washington, DC 20006 - County
- District of Columbia
- Metro area
- Washington-Arlington-Alexandria, DC-VA-MD-WV
- Region
- South
Registrations
- SEC registered
- Registered in 51 jurisdictions
Every state, with registration dates
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