TrueAdvisor
TrueAdvisor
ZN
CFA
ZN
CFA

Zachary Steven Newcomer

F/m Investments LLC
19 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
F/m Investments LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
4,484 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$16.9B

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only

Location

3050 K. St Nw, Suite 201, Washington, DC, 20007

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
F/m Investments LLC
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Zcm
June 2020 - May 2024 · 3 yrs 11 mos
Ziegler Capital Management, LLC
April 2013 - June 2020 · 7 yrs 2 mos
Red Granite Advisors LLC
July 2006 - April 2013 · 6 yrs 9 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.