Fmb Retirement Services
- Regulatory AUM
- $146M
- Discretionary
- $146M
- Clients
- 45
- Avg AUM / client
- $3.2M
- Accounts
- 85
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 45 | $146M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Floyd, Skeren, Manukian, Langevin, Llp 401(k) Profit Sharing Plan & Trust Floyd Skeren Manukian Langevin, Llp | 2024 | |
| Able Freight Services, Llc 401(k) Plan Able Freight Services, Llc | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Debra Annette Fields | President, Cfo, Partner | CFP | May 2012 (14y) | 50% – 75% |
| Grant E Blindbury | Director | CFP | Jul 2012 (14y) | 10% – 25% |
| Jeremy James Fields | Partner, Director | CFP | Dec 2012 (14y) | Less than 5% |
| David Ray Howerton | Chief Compliance Officer, Chief Operations Officer | Jul 2018 (8y) | Less than 5% | |
| Daniel Laurence Mock | Registered representative | CFP | Oct 2014 (12y) | |
| Andrew Jakob Miller | Registered representative | Jan 2020 (7y) | ||
| Jake L Berman | Registered representative | Mar 2023 (3y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
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 (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Floyd, Skeren, Manukian, Langevin, Llp 401(k) Profit Sharing Plan & Trust | Floyd Skeren Manukian Langevin, Llp | 111 | $8.8M | 01/01/2024 |
| Able Freight Services, Llc 401(k) Plan | Able Freight Services, Llc | 227 | $7.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 1.02 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
- • Percentage of assets under management
Services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $50.4M (35% of AUM) Mar 2026
- Ascensus Broker Dealer Services, Llc $23.7M (16% of AUM) Mar 2026
- Capital Group $22.7M (16% of AUM) Mar 2026
- Charles Schwab & Co. $15.8M (11% of AUM) Mar 2026
- American Funds Distributors, Inc. $14.7M (12% of AUM) Mar 2024
- Planperfect, Inc. $13.8M (11% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗