{
  "crd_number": 338887,
  "slug": "ffo-investments-llc-tampa-fl-338887",
  "primary_business_name": "FFO INVESTMENTS LLC",
  "legal_name": "FFO INVESTMENTS LLC",
  "dbas": [],
  "city": "Tampa",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-12-17",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-13",
  "carried_forward": false,
  "raum_total": 207088515.0,
  "raum_discretionary": 36549740.0,
  "raum_non_discretionary": 170538775.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 207088515.0,
      "count": 160
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "DE",
    "FL",
    "GA",
    "NJ",
    "NY",
    "OH",
    "PA",
    "TX"
  ],
  "websites": [
    "https://thefractionalfamilyoffice.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338887",
  "city_as_filed": "TAMPA",
  "url": "https://advisorcensus.com/firm/ffo-investments-llc-tampa-fl-338887",
  "display_name": "FFO Investments LLC",
  "summary": "FFO Investments LLC is an SEC-registered investment advisory firm in Tampa, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 13, 2026.",
  "citation": "AdvisorCensus. FFO Investments LLC (CRD 338887): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is FFO Investments LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), FFO Investments LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does FFO Investments LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 17, 2026 states: Flat fee: $15,000 to $50,000 (onboarding or implementation). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is FFO Investments LLC located?",
      "a": "FFO Investments LLC's principal office is in Tampa, FL, according to its Form ADV."
    },
    {
      "q": "Is FFO Investments LLC registered with the SEC or a state?",
      "a": "FFO Investments LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338887."
    },
    {
      "q": "How much does FFO Investments LLC manage?",
      "a": "FFO Investments LLC reports $207,088,515 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (18% discretionary)."
    },
    {
      "q": "What types of clients does FFO Investments LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (160)."
    },
    {
      "q": "Does FFO Investments LLC report any disciplinary disclosures?",
      "a": "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/338887"
    },
    {
      "q": "Does FFO Investments LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 17, 2026 says: \"The Firm generally requires a minimum account size of $1,000,000 for investment management relationships. However, the minimum may be waived or reduced at the Firm’s discretion\""
    },
    {
      "q": "What changed in FFO Investments LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $0 to $207,088,515. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $207,088,515.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $15,000 to $50,000 (onboarding or implementation)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The Firm generally requires a minimum account size of $1,000,000 for investment management relationships. However, the minimum may be waived or reduced at the Firm’s discretion"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $15,000 to $50,000 (onboarding or implementation)"
        ],
        "quotes": [
          "The Firm may also charge a one-time onboarding or implementation fee typically ranging from: $15,000 to $50,000"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 15000.0,
          "max": 50000.0,
          "period": "one_time",
          "service": "onboarding or implementation"
        }
      ]
    },
    "quotes": [
      "The Firm generally requires a minimum account size of $1,000,000 for investment management relationships. However, the minimum may be waived or reduced at the Firm’s discretion",
      "The Firm may also charge a one-time onboarding or implementation fee typically ranging from: $15,000 to $50,000"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/ffo-investments-llc-tampa-fl-338887.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 160,
      "fewer_than_5": false,
      "raum": 207088515.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338887",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}