Fee-only Investment Advisors
FBB Capital Partners has specialized in tailored, independent investment management and wealth advisory services to our select clients for more than two decades. Our portfolio managers, research analysts, and client services staff work together to understand what our clients want to achieve with their investments, and to help them get there through changing market and life cycles.
Every FBB client, whether an affluent family or individual, business owner, a foundation, or an endowment, benefits from a level of experience and objectivity and personalized service not available elsewhere. FBB provides its clients with objective advice and develops sound investment strategies to help clients achieve their goals. As fee-only advisors FBB is free from the conflicts of selling commission-based products.
FBB Capital Partners, LLC (FBB) is a U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor (RIA). FBB is in compliance with the current registration and/or notice filing requirements imposed upon SEC registered investment advisers by those states in which FBB maintains clients. FBB may only transact business in those states in which it is registered- or qualifies for an exemption or exclusion from registration requirements. Further written disclosure information contained in SEC form ADV Part II isavailable upon written request.
This website is for informational purposes only and should not be considered a solicitation by FBB Capital Partners to transact business in any jurisdiction in which it not excluded or exempted from the registration as an investment adviser or in which FBB Capital Partners has not complied with any registration or filing requirements.
As communication via e-mail is subject to time delay, please do not send orders to buy or sell securities or transfer money through this system. FBB Capital Partners assumes no liability for transactional messages sent through this system.
FT 300 Disclosure: The 2014 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2014). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.