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- Custodian
- Capital Group
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-01-2013
- Office Locations
- 1
Office Locations
About FM Capital Group
FM Capital Group is a California-based retail-focused RIA providing portfolio construction and wealth planning, including insurance and estate planning. Its investment approach emphasizes asset allocation implemented primarily with ETFs (and some mutual funds) and may include alternatives such as cryptocurrency and real estate. The firm also publishes market commentary on topics like oil and Bitcoin.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LYDIA ENO IDEM
Chief Compliance Officer, Chief Operating Officer, MANAGING DIRECTOR
- CRD
- #6350937
- Ownership
- 75% or more
ANTHONY BROWNSON IDEM
Chief Operating Officer
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,150,000 | -- |
| Non-Discretionary | $1,000,000 | -- |
| Total | $3,150,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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