Fbb Capital Partners
Registered investment adviser · Bethesda, MD · CRD #108967
Form ADV data as of 2026-09-01Regulatory assets
$2.39 billion
Total accounts
3,187
Employees
21
Disclosure events
0
Firm details
- Website: https://www.linkedin.com/company/fbb-capital-partners/
- Telephone: 301-657-8870
- SEC file number: 801-57836
- Most recent Form ADV filing: 2026-08-13
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $2.39 billion |
| Non-discretionary regulatory assets under management | $0 |
| Total regulatory assets under management | $2.39 billion |
| Discretionary accounts | 3,187 |
| Non-discretionary accounts | 0 |
| Total accounts | 3,187 |
| Regulatory assets under management attributable to non-U.S. persons | $15.5 million |
People
| Total employees (excluding clerical) | 21 |
| Employees performing investment advisory functions (including research) | 15 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 11 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $367.3 million |
| Clients for whom the firm has custody | 108 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 3 |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
- Compensates a non-employee for client referrals
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 988 | $2.13 billion |
| High net worth individuals | 16 | $246.4 million |
| Charitable organizations | 8 | $18.3 million |