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FBD ASSET MGMT, LLC

A75
CRD 307216·SEC 801-118216·BLOOMINGTON, MN
AUM
$76.8M
$25M-$100M
Est. Revenue
$768K
@ 1% on AUM
Est. EBITDA
$230K
@ 30% margin
Est. Deal Value
$1.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FBD ASSET MGMT, LLC
CRD
307216
SEC file #
801-118216
EIN
—
DBA names
Fbd Asset Mgmt

Economics

AUM
$76.8M
AUM band
$25M-$100M
AUM trajectory
'22'26
$50.2M → $76.8M▲ +53%
Client mix
Individuals Other114
Individuals High Net Worth18
Charitable Organizations3
Corporations2

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'21'26
1 advisors → 1 advisors▬ 0%
Primary office
BLOOMINGTON MN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
fbdasset.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MILLER, KEVIN, ROBERT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MILLER, KEVIN, ROBERT
BUBECK, KYLE, ROGER
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
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
ok
Rdap Domain
FBDASSET.COM
Rdap Domain Creation Date
2020-04-28T17:40:13Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-28T17:40:13Z
Rdap Domain Last Changed
2025-04-28T14:29:03Z
Rdap Nameservers
Ns05.domaincontrol.comNs06.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1580298
Trust Company Affiliate
No

People (2)

2
MILLER, KEVIN, ROBERT
IAR · Direct Owner · 87.5%
1580298
BUBECK, KYLE, ROGER
Executive Officer · 2.5%
4784699