AUMdb

Fnbb Capital Markets, Llc

State-registered Broker-Dealer (Dually Registered) CRD 132091 · Birmingham, AL · WWW.BANKERS-BANK.COM
☆ Save with Pro ADV data as of Mar 12, 2026
Regulatory AUM
Discretionary
Clients
8
Avg AUM / client
Accounts
Employees
27

Who they serve

Client typeClientsAUM% of AUM
Banking or thrift institutions 8 $0

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan Location Plan year
Cb&S Bank 401(k) Profit Sharing Plan Cb&S Bank, Inc. Russellville, AL 2024
Fnbmt 401(k) Plan First National Bank Of Middle Tennesee 2024
Priorityone Capital Corporation 401(k) Profit Sharing Trust Priorityone Capital Corporation 2024

People (4)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Christian Haas Corts Registered representative Aug 2017 (9y)
Charles Maxwell Kown Registered representative Aug 2017 (9y)
Andrew Vincent Nichol Registered representative Nov 2017 (9y)
Bobby Farrar Hailey Registered representative Sep 2024 (2y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Retirement plans served (3)

PlanSponsorParticipantsPlan assetsAs of
Cb&S Bank 401(k) Profit Sharing Plan Cb&S Bank, Inc. 502 $41.8M 01/01/2024
Fnbmt 401(k) Plan First National Bank Of Middle Tennesee 144 $9.8M 01/01/2024
Priorityone Capital Corporation 401(k) Profit Sharing Trust Priorityone Capital Corporation 242 $13.0M 01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/12/2026 1.21 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Other fees
  • PERCENTAGE OF THE MARKET VALUE OF THE PLAN ASETS

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.

View current Form ADV (SEC/IAPD) ↗