Randall
Loving

F/M Investments LLC

CRD#7551797
Investment Advisor
in Washington, DC

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About this Advisor

Randall Loving is a financial advisor based in Washington, District of Columbia, working with F/M Investments LLC. Randall has previously held positions at F/M Acceleration LLC, Wgl, James Madison University, Douglas Aquatics, and Ihop. Randall has passed the Series 65 regulatory exam and is registered to provide services in the District of Columbia. Currently, Randall is part of F/M Investments LLC, which operates out of Washington, District of Columbia. The firm has 8 offices and 67 employees. The firm manages assets totaling $12.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at F/M Investments LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3050 K. St Nw Suite 201
Washington, DC 20007

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F/M Investments LLC Brokerage Details

Total Assets Under Management

$12,845,275,039

DC Average: $4,886,152,200
Total Number of Employees

67

DC Average: 60
Total Number of Accounts

3,530

DC Average: 205
Average Account Size

$3,638,888

DC Average: $23,834,889

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Randall Loving Work History

2019 - Present (5 years)

F/M Acceleration LLC

2017 - 2018 (1 year)

Wgl

2015 - 2017 (2 years)

James Madison University

2015 - 2015 (< 1 year)

Douglas Aquatics

2014 - 2015 (1 year)

James Madison University

2014 - 2014 (< 1 year)

Douglas Aquatics

2014 - 2014 (< 1 year)

Ihop

Disclosures

Please visit the SEC profile of Randall Loving to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at F/M Investments LLC

Randall Loving
Washington, DC
Chong Han
Washington, DC
Francisco Bido
Washington, DC
David Drzadinski
Milwaukee, WI
Joel Vrabel
Milwaukee, WI
Richard Burling
Washington, DC
Zachary Newcomer
Washington, DC
Daniel Skubiz
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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