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FBMC Retirement Solutions, LLC

Tallahassee, FLSEC-registered investment adviserCRD 334707

Filed as FBMC RETIREMENT SOLUTIONS, LLC

FBMC Retirement Solutions, LLC is an SEC-registered investment advisory firm in Tallahassee, FL, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated June 11, 2026.

1 year
registered since 2025
Not reported
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is FBMC Retirement Solutions, LLC compensated?

On its Form ADV (Item 5.E, October 2026), FBMC Retirement Solutions, LLC reports these compensation arrangements: a percentage of assets under its management.

Where is FBMC Retirement Solutions, LLC located?

FBMC Retirement Solutions, LLC's principal office is in Tallahassee, FL, according to its Form ADV.

Is FBMC Retirement Solutions, LLC registered with the SEC or a state?

FBMC Retirement Solutions, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334707.

How have FBMC Retirement Solutions, LLC's assets and staff changed since 2025?

In the Form ADV data for FBMC Retirement Solutions, LLC: Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does FBMC Retirement Solutions, LLC serve?

By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (5).

Does FBMC Retirement Solutions, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334707

Does FBMC Retirement Solutions, LLC state an account minimum?

Its Form ADV Part 2A brochure dated June 11, 2026 says: "There is no minimum account size required by us to engage a participant for these individualized services." "FBMC Retirement does not have a minimum account size for its clients."

What changed in FBMC Retirement Solutions, LLC's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 1 to 2. Updated its list of owners and control persons (Schedule A).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Account minimum: None

The brochure's wording
There is no minimum account size required by us to engage a participant for these individualized services.
FBMC Retirement does not have a minimum account size for its clients.

As stated in the firm's Form ADV Part 2A brochure dated June 11, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F

Not reported.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 5 Assets Not reported

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2025 (1 year)
Employees
Total: 2. Performing investment advisory functions: 2.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
FL

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
Data periodAssets under managementEmployeesFiling dated
October 2026Not reported2June 11, 2026
October 2025Not reported2July 25, 2025

Total employees: 2 in October 2025 and 2 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 1 to 2.
    • Updated its list of owners and control persons (Schedule A).
  2. January 2026
    • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Not reported.

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. FBMC Retirement Solutions, LLC (CRD 334707): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/fbmc-retirement-solutions-llc-tallahassee-fl-334707