linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

FBB Capital Partners

Headquartered in BETHESDA, MD

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

FBB Capital Partners is an investment advisor registered with the SEC, headquartered in Bethesda, MD. The firm manages $1.87 billion in assets for 2,917 clients, primarily high-net-worth individuals and individuals other than high-net-worth. They offer financial planning, portfolio management for businesses and individuals, and a variety of other services.

FBB Capital Partners

4520 EAST-WEST HIGHWAY

BETHESDA, MD 20814

$1.87B

Assets Under Management

10

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

FBB CAPITAL PARTNERS has a total of 3 branch locations across the country.
location

BETHESDA, MD

location

Bethesda, MD

location

EASTON, MD

Advisors at FBB Capital Partners

View All 12 Advisors
Unclaimed
Jennifer Amy Scher

CFP®, RA

BETHESDA, MD

View Profile
Unclaimed
Alejandro Alan Vela

CFP®, RA

BETHESDA, MD

View Profile
Unclaimed
Jaime Guillermo Quiros

CFP®, RA

BETHESDA, MD

View Profile
Unclaimed
Martha Callahan

CFP®, RA

EASTON, MD

View Profile
Unclaimed
Jane Delashmutt O'Mara

CFP®, RA

BETHESDA, MD

View Profile
Unclaimed
Maggi Mary Keating

CFP®, RA

Bethesda, MD

View Profile
Unclaimed
Stein Andre Olavsrud

CFP®, RA

BETHESDA, MD

View Profile
Unclaimed
Jackie S Fontana

CFP®, RA

BETHESDA, MD

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if FBB Capital Partners is right for you?

Disclosures

There are no public disclosures for FBB Capital Partners.

Frequently Asked Questions (7)

Not sure if FBB Capital Partners is right for you?