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F/M INVESTMENTS LLC

WASHINGTON, DC · CRD 304405 · IAPD ↗ · fminvest.com · 202-839-4910

$17.74BRegulatory AUM
46Advisory reps
83Employees
0Clients
n/aPlanning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

78
April 2026 — F/M INVESTMENTS LLC grew from 38 to 46 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — F/M INVESTMENTS LLC added office(s): 8 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2025 — F/M INVESTMENTS LLC reported RAUM up 32% ($12.85B -> $16.90B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
May 2024 — F/M INVESTMENTS LLC changed its website from genoaam.com to fm-invest.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
May 2024 — F/M INVESTMENTS LLC added office(s): 5 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
May 2024 — F/M INVESTMENTS LLC reported RAUM up 118% ($5.88B -> $12.85B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
May 2024 — F/M INVESTMENTS LLC grew from 8 to 35 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
April 2024 — F/M INVESTMENTS LLC changed its website from fm-invest.com to genoaam.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2024 — F/M INVESTMENTS LLC shrank from 16 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — F/M INVESTMENTS LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — F/M INVESTMENTS LLC notice-filed in AK, AL, AR, AZ, DE, GA, IA, ID, IL, IN, KY, LA, MD, ME, MN, MO, MS, MT, ND, NM, OK, OR, RI, SC, TN, UT, VA, VT, WA, WI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2024 — F/M INVESTMENTS LLC reported RAUM up 215% ($1.87B -> $5.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.