Data / Investment advisers / District of Columbia / F/M Investments LLC
F/M Investments LLC, Washington, DC: $17.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
F/M Investments LLC is an SEC registered investment adviser with its main office in Washington, District of Columbia and reports $17.7 billion in regulatory assets under management in its Form ADV filed August 26, 2026. Its clients include investment companies, corporations and other businesses and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 304405
- SEC file number
- 801-116853
- SEC status
- Approved, effective June 28, 2019
- Main office
- 900 19th St NW Suite 203, Washington, DC 20006
- Phone
- (202) 839-4910
- Website
- fminvest.com
- Regulatory AUM
- $17,735,998,522 in the Form ADV filed August 26, 2026
- Discretionary AUM
- $17,643,810,046
- Non discretionary AUM
- $92,188,476
- Accounts
- 5,780
- Employees
- 83, of which 46 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 8
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 23 | $8.57 billion |
| Corporations or other businesses | 497 | $3.06 billion |
| Pension and profit sharing plans | 108 | $2.34 billion |
| Other investment advisers | 3,971 | $1.82 billion |
| High net worth individuals | 797 | $999.7 million |
| Pooled investment vehicles | 53 | $334.1 million |
| Charitable organizations | 77 | $255.1 million |
| Banking or thrift institutions | 25 | $116.9 million |
| State or municipal government entities | 19 | $112.3 million |
| Individuals (other than high net worth individuals) | 202 | $80.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $17.74 billion | March 31, 2026 |
| December 1, 2025 | $16.90 billion | April 3, 2025 |
Other advisers in Washington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Missionsquare Investments | Washington | $52.93 billion | Not listed | adviserinfo.sec.gov |
| Calvert Research and Management | Washington | $40.26 billion | Not listed | adviserinfo.sec.gov |
| Eig Management Company, LLC | Washington | $22.22 billion | 66 | adviserinfo.sec.gov |
| Fiduciary Counselors Inc. | Washington | $20.35 billion | Not listed | adviserinfo.sec.gov |
| Rock Creek Group LLC | Washington | $18.38 billion | 12 | adviserinfo.sec.gov |
| Meridiam Infrastructure North America Corporation | Washington | $10.22 billion | 35 | adviserinfo.sec.gov |
| Accolade Partners | Washington | $9.34 billion | 66 | adviserinfo.sec.gov |
| Marshfield Associates | Washington | $8.12 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Washington, DC
- Investment advisers in District of Columbia
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving corporations and other businesses
- F/M Investments LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.