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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-13-2005
- Office Locations
- 1
Office Locations
About FMT Investment Advisory
FMT Investment Advisory is a Phoenix-based, founder-led RIA providing discretionary portfolio construction and money management for retail investors, including entrepreneurs. The firm emphasizes true diversification across assets and identifiable trends with a margin-of-safety mindset; implements with a mix of individual securities and ETFs and can custody at Charles Schwab or Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 43 clients, or 43 clients per representative. That equates to $717.6K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on May 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full FMT Investment Advisory record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
NICHOLAS JOHN GREEN
Chief Investment Officer, Founder, Managing Partner
- CRD
- #4310326
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,856,600 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,856,600 | -- |
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Separately Managed Accounts
SMA allocation detail is available
FMT Investment Advisory has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.