# 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.

- CRD: 334707
- Filed as: FBMC RETIREMENT SOLUTIONS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tallahassee, FL
- Filing period: October 2026
- Form ADV filing dated: June 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334707
- AdvisorCensus page: https://advisorcensus.com/firm/fbmc-retirement-solutions-llc-tallahassee-fl-334707

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 11, 2026)

- Account minimum: None

> 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 brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | Not reported |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | Not reported | 2 | July 25, 2025 |
| October 2026 | Not reported | 2 | June 11, 2026 |

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

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 2.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FBMC Retirement Solutions, LLC (CRD 334707): Form ADV filing data as of October 2026.