SourcingSourcing

FULTON BREAKEFIELD BROENNIMAN,LLC

C41
CRD 108967·SEC 801-57836·BETHESDA, MD
AUM
$2.39B
$1B+
Est. Revenue
$23.9M
@ 1% on AUM
Est. EBITDA
$7.2M
@ 30% margin
Est. Deal Value
$57.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FULTON BREAKEFIELD BROENNIMAN,LLC
CRD
108967
SEC file #
801-57836
EIN
621837767
DBA names
Fbb Capital Partners

Economics

AUM
$2.39B
AUM band
$1B+
AUM trajectory
'20'26
$1.12B → $2.39B▲ +113%
Client mix
Individuals Other988
Individuals High Net Worth16
Charitable Organizations8

Operations

Employees (total)
21
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'20'26
12 advisors → 15 advisors▲ +25%
Primary office
BETHESDA MD
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
linkedin.com/company/fbb-capital-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FULTON, SUSAN, BREAKEFIELD
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
FULTON, SUSAN, BREAKEFIELD
MUSSIO, MICHAEL, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
6,812
Form 5500 Compensation Trajectory 3y
20256,812
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
6,812
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001119254
Edgar Registered
Yes
Edgar Filing Count
109
Edgar First Filing Date
2000-08-14
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
106
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0001705819-26-000029

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
19
Bc Firm IAR Count
19
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
4520 EAST-WEST HIGHWAYSUITE 450BETHESDA, MD 20814
Business
4520 EAST-WEST HIGHWAYSUITE 450BETHESDA, MD 20814
Edgar EIN
621837767
Edgar Recent Filings
13F-HR2026-04-27 · 0001705819-26-000029
13F-HR2026-01-21 · 0001705819-26-000010
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
719294
Trust Company Affiliate
No

People (21)

21
MUSSIO, MICHAEL, JOHN
IAR · Direct Owner · 37.5%
4273011
SUSAN BREAKEFIELD FULTON
Direct Owner · 37.5%
719294
OLAVSRUD, STEIN, ANDRE
IAR · Direct Owner · 17.5%
4055485
SIMPSON, BRIDGET, MARIE
Direct Owner · 7.5%
4766446
JAIME GUILLERMO QUIROS
IAR
4324788
JOHN P PETROFSKY
IAR
5386029
MAGGI MARY KEATING
IAR
2137303
MARTHA CALLAHAN
IAR
5793655
JANE DeLashmutt O'Mara
IAR
6394366
William George Koshivas
IAR
7513037
BARBARA BECKER MAIETTA
IAR
6432486
ALEJANDRO ALAN VELA
IAR
7325972
JENNIFER AMY SCHER
IAR
2863316
Joseph Paul Montana
IAR
5505765
DANISH JAWAID
IAR
7071477
JEFFREY STUART KING
IAR
4992248
ANDREW MCGILL
IAR
6199289
MEL JOSEPH CASEY
IAR
4511778
JOEL DOUGLAS FEARON
IAR
5876741
ROBERT PHILIP NATALE
IAR
5537912
NEIL JOSEPH TREMBLAY
IAR
1559290