Investment adviser · CRD 304405

F/M INVESTMENTS LLC

Investment adviser filing (IA)

WASHINGTON, DC, United States · Form ADV filed Aug 26, 2026

Regulatory AUM: $17.7B
Client accounts: 5,780
Employees: 83
Advisory professionals: 46

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Investment companies	23	$8,566,241,240	48.3%
Corporations & businesses	497	$3,062,401,644	17.3%
Retirement plans	108	$2,341,914,800	13.2%
Other investment advisers	3,971	$1,824,554,548	10.3%
High-net-worth individuals	797	$999,665,123	5.6%
Pooled investment vehicles	53	$334,063,747	1.9%
Charities	77	$255,134,454	1.4%
Banks & thrifts	25	$116,857,783	0.7%
Government entities	19	$112,303,855	0.6%
Individuals	202	$80,514,020	0.5%
Other clients	8	$42,347,308	0.2%

Filing source

Form ADV 2128345 · Aug 26, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 26, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

900 19TH ST NW, SUITE 203
WASHINGTON, DC, 20006, United States

CRD 304405

Filing source

Form ADV 2128345 · Aug 26, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.