$30.9M Total AUM
$30.9M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Summit pathwayElement beacon +more
- Established Date
- 01-13-2005
- Office Locations
- 1
Office Locations
-- Phoenix AZ
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.
Team overview
-- AVG AGE
$30.9M AVG AUM / ADVISOR
$717.6K AVG AUM / CLIENT
21.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
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Asset Classes
Radial oak Atlas radial Element Glacier Atlas vertex
Client Personas
Radial alpha
Custodian
Crest signal Legacy wave Matrix
Investment Themes
Pathway horizon Pathway
Investment Vehicles
Legacy Peak eagle
Technology
Fusion vector Catalyst Pioneer
Owner & Executives
N
NICHOLAS JOHN GREEN
Chief Investment Officer, Founder, Managing Partner
- CRD
- #4310326
- Ownership
- 75% or more
(337) 511-4570
ridge.focus@northcapital.com
in linkedin.com/in/crest-oak
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $30,856,600
Equity - OTC:
11.2% Cash:
23.9% Corporate - Investment Grade:
19.4% Equity - Exchange:
45.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $788,782,010 | 11.2% |
| Cash | $1,683,204,469 | 23.9% |
| Corporate - Investment Grade | $1,366,283,125 | 19.4% |
| Equity - Exchange | $3,204,426,918 | 45.5% |
| Total | $7,042,696,522 | 100.0% |