FM CAPITAL GROUP

FM CAPITAL GROUP of OAKLAND, CA is an SEC-registered investment adviser (CRD 170285). Regulatory assets under management: $3.1M.

Registration

• CRD: 170285
• Type: Registered investment adviser
• Location: 409 13TH STREET, OAKLAND, CA, 94612
• Phone: 213-915-8190
• Latest filing: 2026-03-31
• Regulatory AUM: $3.1M
• Discretionary AUM: $2.1M
• Non-discretionary AUM: $1.0M
• Accounts: 9

Business model

Compensation: Fixed, Performance.

Clients served: High net worth, Corporations, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170285 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search