Data / Investment advisers / Minnesota / FBD Asset MGMT
FBD Asset MGMT, Bloomington, MN: $76.8 million AUM, SEC registered investment adviser
FBD Asset MGMT is an SEC registered investment adviser with its main office in Bloomington, Minnesota and reports $76.8 million in regulatory assets under management in its Form ADV filed October 21, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 307216
- SEC file number
- 801-118216
- SEC status
- Approved, effective March 13, 2020
- Legal name
- FBD Asset MGMT, LLC
- Main office
- 7760 France Avenue South Suite 925, Bloomington, MN 55435
- Phone
- (866) 404-0089
- Website
- fbdasset.com
- Regulatory AUM
- $76,763,198 in the Form ADV filed October 21, 2026
- Discretionary AUM
- $76,763,198
- Accounts
- 137
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 21, 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 |
|---|---|---|
| High net worth individuals | 18 | $45.8 million |
| Individuals (other than high net worth individuals) | 114 | $28.3 million |
| Charitable organizations | 3 | $2.5 million |
| Corporations or other businesses | 2 | $161,923 |
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 | $76.8 million | March 30, 2026 |
| December 1, 2025 | $48.5 million | October 22, 2025 |
Other advisers in Bloomington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Trademark Financial Management, LLC | Bloomington | $293.4 million | Not listed | adviserinfo.sec.gov |
| Trumix Advisors | Bloomington | $169.9 million | Not listed | adviserinfo.sec.gov |
| PSC Financial LLC | Bloomington | $135.1 million | Not listed | adviserinfo.sec.gov |
| Peak Financial Consulting, Inc. | Bloomington | $132.3 million | Not listed | adviserinfo.sec.gov |
| Boulevard | Bloomington | $119.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bloomington, MN
- Investment advisers in Minnesota
- Advisers with $50 million to $100 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- FBD Asset MGMT on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.