A complete list of active advisors currently associated with FM Capital Group

Warmer can help you find a great advisor at FM Capital Group or one who fits your needs even better.

FM Capital Group provides investment advisory and consulting services to individuals, groups, corporations and other business entities, handling due diligence, negotiation of private investment term sheets, facilitation and ongoing monitoring. Services may be comprehensive or limited as agreed and include portfolio management for individual clients, with a stated minimum investment requirement and an annual flat-fee billing arrangement. The firm generally follows a strategic allocation approach across public securities and alternative investments, including venture capital, real estate and international private placements, and discloses the risks and potential illiquidity of those products. While FM Capital Group may exercise discretion, it states that it typically obtains client approval on transactions before execution, reflecting a largely non-discretionary working relationship with clients. FM Capital Group combines several features that distinguish it from many small advisers: it charges a performance-based carried-interest fee on private placement investments in addition to fixed annual advisory fees, and it produces educational content and outreach such as workshops, radio broadcasts and published analysis for clients and prospects. The firm manages a modest amount of client assets across a small number of individual and group clients and may hold custody of client funds, which places its service mix and fee arrangements outside more common patterns for peers of similar size.

To learn more about the advisors currently working at FM Capital Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.