# FFO Investments LLC

> 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.

- CRD: 338887
- Filed as: FFO INVESTMENTS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: July 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338887
- AdvisorCensus page: https://advisorcensus.com/firm/ffo-investments-llc-tampa-fl-338887

## Quick answers

**How is FFO Investments LLC compensated?**
On its Form ADV (Item 5.E, October 2026), FFO Investments LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is FFO Investments LLC located?**
FFO Investments LLC's principal office is in Tampa, FL, according to its Form ADV.

**Is FFO Investments LLC registered with the SEC or a state?**
FFO Investments LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338887.

**How much does FFO Investments LLC manage?**
FFO Investments LLC reports $207,088,515 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (18% discretionary).

**What types of clients does FFO Investments LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (160).

**Does FFO Investments 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/338887

**Does FFO Investments LLC state an account minimum?**
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"

**What changed in FFO Investments LLC's recent Form ADV filings?**
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).

## 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 March 17, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $207,088,515
- Discretionary: $36,549,740
- Non-discretionary: $170,538,775

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 160 | $207,088,515 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, DE, FL, GA, NJ, NY, OH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thefractionalfamilyoffice.com

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $0 to $207,088,515.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FFO Investments LLC (CRD 338887): Form ADV filing data as of October 2026.