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F/M Investments LLC

● SEC registered since 2019CRD 304405SEC# 801-116853Washington, DC
Export (members)
Reg. AUM
$17.74B
Employees
83
Accounts
5,780
Location
Washington, DC

F/M Investments LLC assets under management

F/M Investments LLC is an investment advisory firm registered with the SEC based in Washington, DC. The firm has been registered since 2019. It reports $17.7 billion in regulatory assets under management and employs 83 people.

F/M Investments LLC owners & executives

17 reported
NameTitleOwnershipSince
Adam Victor Croll ControlDirector Of Trading And OperationsUnder 5%2019
Alexander Robert Morris ControlChief Executive OfficerUnder 5%2019
Alison Hope Miller ControlChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does F/M Investments LLC manage?

F/M Investments LLC reports $17.7 billion in regulatory assets under management on its Form ADV.

How many employees does F/M Investments LLC have?

F/M Investments LLC reports 83 employees.

Where is F/M Investments LLC located?

F/M Investments LLC is based in Washington, DC and has been SEC-registered since 2019.

Does F/M Investments LLC disclose fund performance?

F/M Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3050 K. St NW, Suite 201, Washington, DC 20007
Phone202-839-4910
Office hours8:30a.m. - 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1834499
Discloses disciplinary historyNo

Regulatory AUM

$17.74B▲ 5%
Apr '25 — $16.9BMay '25 — $16.9BJun '25 — $16.9BJul '25 — $16.9BAug '25 — $16.9BSep '25 — $16.9BOct '25 — $16.9BNov '25 — $16.9BDec '25 — $16.9BJan '26 — $16.9BFeb '26 — $16.9BMar '26 — $17.74BApr '26 — $17.74BMay '26 — $17.74BJun '26 — $17.74B
Apr '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers

Assets under management

$17.74Bregulatory AUM
Discretionary $17.64BNon-discretionary $92.2M