FBB Capital Partners

Finance · Maryland, United States · 11-50 Employees

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Overview

Headquarters

4520 E West Hwy Ste 450, Bethesda, Maryl...

Phone Number

(301) 657-8870

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About FBB Capital Partners

FBB Capital Partners is a wealth management firm based in Bethesda, Maryland, specializing in customized financial planning and investment management services. With over 35 years of experience, they cater to financially established individuals, families, business owners, and institutions across Maryland and nationwide. Their team of credentialed, fee-only financial advisors focuses on providing personalized, objective advice to help clients achieve their financial goals. FBB Capital Partners emphasizes a fiduciary approach, ensuring that client interests are prioritized in all financial decisions.Explore more
FBB Capital Partners's Social MediaPopular SearchesFBB Capital Partners LLCFBB Capital PartnersFbb CapitalFulton Breakefield Broenniman LLCBreakefield Broenniman LLCSIC Code 62,628NAICS Code 52,523Show more

FBB Capital Partners Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

FBB Capital Partners

<$5M
11-50
Private
-
1987
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
2009
RF
Rand FoltaPortfolio Manager
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
2016
JL
Jacob LawsonInvestment Advisor
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
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Company Profile Activity

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Among all Finance companies

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Activity Insights

FBB Capital Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

FBB Capital Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about FBB Capital Partners.

FBB Capital Partners Tech Stack

A closer look at the technologies used by FBB Capital Partners

FBB Capital Partners News & Media

  • FBB’s Director of Research Publishes Debut Book on Applying Behavioral Finance Concepts to Investing

    BETHESDA, Md.--(BUSINESS WIRE)--The study of behavioral finance continues to gain traction as a leading indicator of investor activity and performance, creating a heightened need for the identification of personal biases and underlying motivations when it comes to managing money. FBB Capital Partners, a registered investment adviser that serves the wealth management needs of affluent individuals, families, foundations and endowments, director of research, Michael Bailey, has published his debut
  • FBB Capital Partners Named to 2020 Financial Times 300 Top Registered Investment Advisers

    BETHESDA, Md.--(BUSINESS WIRE)--FBB Capital Partners is pleased to announce it has been named in the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. "We are honored to be included in this year's FT 300," said Mike Mussio, President of FBB Capital Partners. “The FBB team is comprised of experienced individuals who share a mutual passion for helping our clients grow and
Read more news

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Frequently Asked Questions Regarding FBB Capital Partners

What is FBB Capital Partners's official website?
FBB Capital Partners's official website is www.fbbcapitalpartners.com
What is FBB Capital Partners's Revenue?
FBB Capital Partners's revenue is <$5 Million
What is FBB Capital Partners's SIC code?
FBB Capital Partners's SIC: 62,628
What is FBB Capital Partners's NAICS code?
FBB Capital Partners's NAICS: 52,523
How many employees does FBB Capital Partners have?
FBB Capital Partners has 11-50 employees
What industry does FBB Capital Partners belong to?
FBB Capital Partners is in the industry of: Finance, Securities Trading
What is FBB Capital Partners competition?
FBB Capital Partners top competitors include: Chronos Wealth Management, Clarity Capital Advisors, MoonDance Investment Advisors, LLC, Shorepoint Capital Partners
What technology does FBB Capital Partners use?
Some of the popular technologies that FBB Capital Partners uses are: WooCommerce, WordPress.org, PHP, Microsoft 365
How do I contact FBB Capital Partners?
FBB Capital Partners contact info: Phone number: (301) 657-8870 Website: www.fbbcapitalpartners.com
What does FBB Capital Partners do?

FBB Capital Partners is a wealth management firm based in Bethesda, Maryland, specializing in customized financial planning and investment management services. With over 35 years of experience, they cater to financially established individuals, families, business owners, and institutions across Maryland and nationwide. Their team of credentialed, f... ee-only financial advisors focuses on providing personalized, objective advice to help clients achieve their financial goals. FBB Capital Partners emphasizes a fiduciary approach, ensuring that client interests are prioritized in all financial decisions.Read More

What are FBB Capital Partners social media links?
FBB Capital Partners Linkedin page FBB Capital Partners Twitter page FBB Capital Partners Facebook page
Is FBB Capital Partners a public company?
FBB Capital Partners is private company therefore does not currently have an official ticker symbol
See more information about FBB Capital Partners

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