FBB Capital Partners
FBB Capital Partners is a fee-only registered investment advisor providing customized investment management and financial planning to affluent individuals, families, business owners, and foundations across Maryland, Washington DC, and nationwide from offices in Bethesda and Easton, Maryland.
- Company typePrivate
- Founded1990
- HeadquartersBethesda, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What FBB Capital Partners does
FBB Capital Partners is a privately held, fee-only registered investment advisor (RIA) founded circa 1990 and headquartered in Bethesda, Maryland, with a second office in Easton, Maryland on the Eastern Shore. The firm delivers customized wealth management and financial planning services to financially established individuals and families, women, business owners, and nonprofit foundations and endowments across Maryland, the Washington DC metropolitan area, and nationwide. Service offerings span investment management (core, retirement income, growth, ESG, fixed income, and alternative investment strategies) and comprehensive financial planning covering retirement, estate and trust, tax efficiency, Social Security and Medicare, risk management, charitable giving, executive services, elder care, and education planning.
The firm operates on a fiduciary, fee-only basis, generating revenue through recurring advisory fees billed annually with specific schedules not publicly disclosed. Distribution relies on a high-touch, consultative sales motion supported by a regional referral network and an active media presence across Bloomberg, Reuters, CNBC, Yahoo Finance, AARP, and US News & World Report, supplemented by quarterly newsletters, white papers, blog content, and quarterly client webcasts. The underlying technology stack is non-proprietary: Tamarac powers the client portal and reporting, while Schwab Alliance and Fidelity provide custody and trading integration.
FBB is led by President Michael J. Mussio, CFA, CFP® and Director of Research Michael D. Bailey, CFA, alongside co-founders Paul A. Barth and Thomas J. McClure and a small team of credentialed planners. The firm has earned third-party recognition including the 2020 CNBC FA 100 list, Advisory HQ's Tri-State Best Financial Advisors 2020-2021, and Washingtonian's 2021 DC's Best Financial Advisers. It operates as an independent, founder-led entity with no disclosed institutional ownership, no funding rounds, no acquisitions, and no public listing.
FBB Capital Partners firmographics
Firmographics- Name
- FBB Capital Partners
- Legal name
- FBB Capital Partners
- Website
- https://fbbcapitalpartners.com
- Company type
- Private
- Founded year
- 1990
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- FBB Capital Partners is a fee-only registered investment advisor providing customized investment management and financial planning to affluent individuals, families, business owners, and foundations across Maryland, Washington DC, and nationwide from offices in Bethesda and Easton, Maryland.
- Ownership category
- akta.pro rank
FBB Capital Partners industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where FBB Capital Partners is headquartered
LocationHeadquarters
- HQ city
- Bethesda
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
FBB Capital Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Advisory Fee Revenue: FBB Capital Partners operates as a fee-only registered investment advisor (RIA), generating revenue through advisory fees charged to clients for investment management and financial planning services. The firm is described as 'fee-only' and takes a fiduciary approach, meaning they are compensated by clients rather than through commissions on financial products.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Customized Wealth Management - Advisory fees based on assets under management or fixed fees |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
FBB Capital Partners product offering
Product offeringCore offering
FBB Capital Partners is a fee-only registered investment advisor (RIA) providing customized wealth management and financial planning services. The firm delivers personalized investment management (including core, retirement income, growth, ESG, fixed income, and alternative investment strategies) alongside comprehensive financial planning covering retirement, estate, tax efficiency, risk management, charitable giving, executive services, elder care, and education planning.
Product overview
FBB Capital Partners operates as a wealth management advisory firm offering two primary service categories: Investment Management and Wealth Management & Financial Planning. Investment Management encompasses customized portfolio recommendations with various strategy options (core, retirement income, growth, ESG, fixed income, and alternative investments). Wealth Management & Financial Planning provides comprehensive planning services covering retirement, estate/trust, tax efficiency, social security/Medicare, risk management, charitable giving, executive services, elder care, and education planning.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management
Companies that use FBB Capital Partners
Customer profileSegments4 records
Ideal customer profiles4 records
FBB Capital Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
FBB Capital Partners partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered operational.
- Schwab AllianceoperationalClient account custody and trading platform integration. FBB clients can access their accounts through Schwab Alliance platform for portfolio management and reporting.
- Fidelity InvestmentsoperationalClient account custody and trading platform integration. FBB clients can access their accounts through Fidelity's digital platform for portfolio management.
- Tamarac (Portfolio Management Platform)operationalFBB Client Portal powered by Tamarac's portfolio management and reporting technology, enabling clients to access their accounts and financial data.
Scale indicators2 records
Recent moves4 records
Expansion highlights5 records
FBB Capital Partners competitors and assessment
Company assessmentDirect peers
- Savant Wealth Management: Fee-only RIA providing investment management, financial planning, tax, and estate services to individuals, families, and foundations — analogous mid-sized independent peer with comparable service breadth.
- Creative Planning: Large independent, fee-only RIA offering comprehensive wealth management, investment management, and financial planning to affluent individuals and families nationwide — directly comparable business model and service breadth to FBB Capital Partners.
- Mariner Wealth Advisors: Independent, fee-only RIA providing investment advisory, financial planning, retirement planning, and estate strategy to high-net-worth individuals and families — comparable service scope and client profile to FBB.
- Edelman Financial Engines: Fee-only RIA offering investment management, financial planning, and retirement planning to a national base of affluent individuals and families — directly comparable service mix and delivery model.
- Buckingham Strategic Wealth: Fee-only RIA providing evidence-based investment management and financial planning to affluent individuals and families across the U.S. — closely aligned with FBB's planning-led, fiduciary model.
- Carson Group: National network of fee-only advisory firms serving business owners and affluent families with wealth management, financial planning, and coaching services — similar target segments and planning-centric delivery model.
- Ronald Blue & Co: Fee-only RIA providing biblical/values-based financial planning, investment management, and estate planning to affluent individuals and families — comparable planning-led, fee-only structure with similar client profile to FBB.
- Plante Moran Wealth Management: Fee-only wealth management practice serving affluent families, business owners, and foundations with integrated financial planning and investment advisory services — directly comparable to FBB's planning-led RIA offering.
Regional players
- Laird Norton Wealth Advisors: Independent fee-only RIA headquartered in the Pacific Northwest serving multi-generational families and foundations — comparable boutique RIA model with a regional footprint and similar client mix to FBB.
Broad incumbents
- Brown Brothers Harriman Wealth Management: Long-established private bank and wealth management division serving high-net-worth individuals, families, and foundations with investment advisory and trust services — incumbent peer offering comparable planning-led wealth services, though at considerably greater scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
FBB Capital Partners social profiles
Digital presenceFBB Capital Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
FBB Capital Partners leadership team
Management profileNumber of profiles
Profiles7 records
FBB Capital Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
FBB Capital Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about FBB Capital Partners
What does FBB Capital Partners do?
FBB Capital Partners is a fee-only registered investment advisor (RIA) providing customized wealth management and financial planning services. The firm delivers personalized investment management (including core, retirement income, growth, ESG, fixed income, and alternative investment strategies) alongside comprehensive financial planning covering retirement, estate, tax efficiency, risk management, charitable giving, executive services, elder care, and education planning.
Is FBB Capital Partners a public or private company?
FBB Capital Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was FBB Capital Partners founded?
FBB Capital Partners was founded in 1990. It employs 11 to 50 people.
Where is FBB Capital Partners based?
FBB Capital Partners is headquartered in Bethesda, United States, in the North America region.
How does FBB Capital Partners make money?
One revenue line is on record: advisory Fee Revenue.
Who are FBB Capital Partners's main competitors?
Direct peers on record are Savant Wealth Management, Creative Planning, Mariner Wealth Advisors, Edelman Financial Engines, Buckingham Strategic Wealth, Carson Group, Ronald Blue & Co and Plante Moran Wealth Management. Laird Norton Wealth Advisors is listed as a regional player. Brown Brothers Harriman Wealth Management is listed as a broad incumbent.
Does FBB Capital Partners have an API?
No public API is recorded for FBB Capital Partners.
What industry is FBB Capital Partners in?
FBB Capital Partners's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6282.