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Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-04-2000
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between October 2, 2025 and August 13, 2026, reported AUM increased 10.8%, from $2.2B to $2.4B.
Across 5 reported observations, AUM increased 32.6% between December 21, 2022 and August 13, 2026, from $1.8B to $2.4B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 15 advisory representatives and 1,012 clients, or 67.5 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 2 reported office locations and 26 years in operation. The source data was last updated on August 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full FBB Capital Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL JOHN MUSSIO
President, Wealth Advisor
- CRD
- #4273011
- Ownership
- 25% but less than 50%
STEIN ANDRE OLAVSRUD
Chief Compliance Officer, EVP, Vice President
- CRD
- #4055485
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
Unlock allContacts
MARTHA CALLAHAN
Portfolio Manager
- CRD
- #5793655
MEL JOSEPH CASEY
Senior Portfolio Manager
- CRD
- #4511778
Showing 2 of 12 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
FBB Capital Partners has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
FBB Capital Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.