# FMB RETIREMENT SERVICES

FMB RETIREMENT SERVICES of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 164571
- Type: SEC-registered investment adviser
- SEC file number: 801-76839
- Location: 100 N. WESTLAKE BLVD. #201, WESTLAKE VILLAGE, CA, 91362
- Phone: 805-446-4494
- Latest filing: 2026-03-05
- Regulatory AUM: $146.2M
- Discretionary AUM: $146.2M
- Clients: 12
- Accounts: 85

## Business model

- Compensation: % of AUM
- Clients served: Pooled vehicles, Pensions

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Fields James | PARTNER, DIRECTOR | New York, NY |
| Debra Annette Fields | PRESIDENT, CFO, PARTNER | — |
| Grant E Blindbury | DIRECTOR | — |
| David Ray Howerton | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | — |
| Jeremy James Fields | PARTNER, DIRECTOR | — |
| FIELDS THOMAS WILLON | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| FIELDS DEBRA ANNETTE | DIRECTOR, SECRETARY AND TREASURER; PRESIDENT, CFO, PARTNER | — |
| BLINDBURY GRANT E | DIRECTOR | — |
| MILLER EVAN ZACKARY | DIRECTOR | — |
| HOWERTON DAVID RAY | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164571/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164571/similar
- Related entities: https://search.stillhousedata.com/firm/164571/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164571

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.