$2.4B Total AUM
$2.4B Disc. AUM
9.3% 3Y CAGR
21 Employees
1,012 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Peak atlasTimber +more
- Established Date
- 08-04-2000
- Office Locations
- 2
Office Locations
117 BAY Street Suite A-1 Easton MD
4520 East West Highway Suite 450 Bethesda MD
About FBB Capital Partners
FBB Capital Partners is a fee-only, fiduciary RIA providing customized investment management, wealth management and financial planning for financially established individuals and institutions. Based in Bethesda/Easton, MD, it serves the Washington, DC area, Maryland’s Eastern Shore and clients nationwide. The credentialed team builds diversified portfolios and shares market outlook insights, including quarterly client conference-call webcasts led by its president and director of research.
Team overview
43 AVG AGE
$159.7M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
11.4 yrs AVG TENURE
21 Employees
15 Advisory Reps
11 RIA Reps
25yrs Firm Age
Insights
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Accredited Investors
Catalyst fusion Vector
Asset Classes
Vital summit Glacier Bridge Quantum Atlas Unison Signal alpha Peak Timber capital
Client Personas
Focus zenith Legacy quantum
CRM
Value
Custodian
Unison element Peak signal Matrix capital Ridge Fusion Fusion Eagle Value Unison
Fund Managers
Alpha alpha
Investment Themes
Radial Vector Pathway Timber Delta
Investment Vehicles
Meridian
Platform
Zenith Meridian
Services
Vital Summit Peak eagle Peak ridge Ridge Vector Pioneer frontier Vector Oak Fusion fusion Value delta Ember Atlas Capital beacon
Technology
Vital crest Pioneer signal Matrix Timber
Owner & Executives
SUSAN BREAKEFIELD FULTON
FOUNDER
- CRD
- #719294
- Ownership
- 25% but less than 50%
(507) 476-3976
quantum.beacon@beaconcapital.com
in linkedin.com/in/prime-bridge
MICHAEL JOHN MUSSIO
President, Wealth Advisor
- CRD
- #4273011
- Ownership
- 25% but less than 50%
(975) 541-1916
element.value@embercapital.com
in linkedin.com/in/vital-ridge
Q
Quantum pathway
Frontier crest
- CRD
- #17743
- Ownership
- 37.6%
(317) 410-7010
optima.meridian@embercapital.com
in linkedin.com/in/eagle-pioneer
Showing 2 of 4 owners & executives
Unlock allContacts
MARTHA CALLAHAN
Portfolio Manager
- CRD
- #5793655
(548) 570-3891
unison.catalyst@radialcapital.com
in linkedin.com/in/vector-beacon
MEL JOSEPH CASEY
Senior Portfolio Manager
- CRD
- #4511778
(936) 649-2326
atlas.catalyst@momentumcapital.com
in linkedin.com/in/signal-vertex
P
Pioneer eagle
Ridge oak
- CRD
- #39320
(698) 462-7965
eagle.north@matrixcapital.com
in linkedin.com/in/north-glacier
Showing 2 of 13 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,394,809,702 | $751,431 |
| Non-Discretionary | $0 | -- |
| Total | $2,394,809,702 | $751,431 |
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Separately Managed Accounts
Total SMA Asset: $2,394,809,702
Equity - Exchange:
27.1% Public Funds:
5.6% Corporate - Investment Grade:
15.7% U.S. Government/Agency:
13.3% Cash:
19.2% Municipal Bonds:
19.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,381,050,941 | 27.1% |
| Public Funds | $285,383,220 | 5.6% |
| Corporate - Investment Grade | $800,092,242 | 15.7% |
| U.S. Government/Agency | $677,785,148 | 13.3% |
| Cash | $978,456,755 | 19.2% |
| Municipal Bonds | $973,360,627 | 19.1% |
| Total | $5,096,128,933 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER INSIGHT LEGACY | VALUE BRIDGE | FFRXX0WP4 | NUM | 7.87% | $48,783,406 |
| MERIDIAN MOMENTUM | ELEMENT NORTH | 6O1TGQOEW | ERI | 3.07% | $91,903,774 |
| SIGNAL CATALYST | WAVE OAK | 3DH18ODGR | OSXLZ | 7.00% | $4,371,085 |
| ZENITH ZENITH NORTH | HORIZON EMBER | GLFP0KZ2I | SGZTC | 11.40% | $2,147,415 |
| LEGACY ZENITH HORIZON | FRONTIER RADIAL | JUA0OOYRP | HSA | 4.07% | $1,623,922 |
| FRONTIER FRONTIER | MERIDIAN PEAK | WIB44W0EI | PJK | 4.18% | $75,856,411 |
| QUANTUM EAGLE | NORTH LEGACY | 3JJFQTJIT | OOLEP | 10.15% | $23,762,860 |
| PATHWAY CAPITAL CAPITAL | MOMENTUM QUANTUM | 3RG9MZI2D | XBU | 7.36% | $30,055,198 |