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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- MatrixInsight ember +more
- Established Date
- 01-01-2020
- Office Locations
- 1
Office Locations
About FBD Asset Mgmt
FBD Asset Management is an independent, fee-only RIA providing financial planning and investment management for individuals, families, and businesses. The firm emphasizes investment analytics, portfolio construction, and suitability across mutual funds, ETFs, CDs, stocks, and bonds. Differentiator: its E-Valuator rules-based platform can be customized per client and evaluates a 33,000+ mutual fund/ETF universe, including via the E-Valuator RMS fund-of-funds lineup.
Team overview
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Client Personas
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Platform
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Owner & Executives
KEVIN ROBERT MILLER
Managing Member
- CRD
- #1580298
- Ownership
- 75% or more
KYLE ROGER BUBECK
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,763,198 | $560,315 |
| Non-Discretionary | $0 | -- |
| Total | $76,763,198 | $560,315 |
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Separately Managed Accounts
Total SMA Asset: $76,763,198
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,761,296,417 | 21.0% |
| Equity - Exchange | $3,925,174,871 | 46.8% |
| U.S. Government/Agency | $2,700,654,505 | 32.2% |
| Total | $8,387,125,793 | 100.0% |