AUMdb
FR

Fbmc Retirement Solutions, Llc

SEC-registered Investment Adviser CRD 334707 · SEC file 801-132232 · Tallahassee, FL
☆ Save with Pro ADV data as of Jun 11, 2026
Regulatory AUM
Discretionary
Clients
5
Avg AUM / client
Accounts
Employees
2

Who they serve

Client typeClientsAUM% of AUM
Pension and profit sharing plans 5

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/11/2026 1.04 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

  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other services

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: Jun 11, 2026.

View current Form ADV (SEC/IAPD) ↗