F/M Investments LLC

$17.74BAssets under management
as of Aug 2026 · SEC Form ADV
Washington, DC
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Tech stack

No one at F/M Investments LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into F/M Investments LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $2.0B held · filed Dec 2024
U.S. Bank
Per Form ADV · $1.8B held · filed Dec 2024
BNY
Per Form ADV · $789M held · filed Dec 2024
Schwab
Per Form ADV · $357M held · filed Dec 2024