SourcingSourcing

FBMC RETIREMENT SOLUTIONS, LLC

C35
CRD 334707·SEC 801-132232·TALLAHASSEE, FL
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FBMC RETIREMENT SOLUTIONS, LLC
CRD
334707
SEC file #
801-132232
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
Pension Profit Sharing Plans5

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
1 advisors → 2 advisors▲ +100%
Primary office
TALLAHASSEE FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Pension consultingSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUM

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FBMC BENEFITS MANAGEMENT, INC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
FBMC BENEFITS MANAGEMENT, INC
FARRIS, RICHARD, ESKER JAY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1402
Soi Zip Pct 200k Plus
0.0286
Soi Zip Returns 200k Plus
670
Soi Zip Total AGI
1,439,614
Fdic Zip Total Deposits
23,351,938,000
Fdic Zip Branch Count
326
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Capital City Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
NationsBank of Florida, N.A.Tallahassee, FL
Industrial National BankTallahassee, FL
Fdic Zip HHI
3205.75
Fdic Zip Top Bank Share Pct
53.17
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI98,952
Returns7,130
Stub 2
AGI264,808
Returns7,190
Stub 3
AGI226,206
Returns3,720
Soi Zip Total Business Income
35,509
Soi Zip Total Cap Gains
54,815
Soi Zip Total Dividends
24,788
Soi Zip Total Returns
23,460
Trust Company Affiliate
No

People (7)

7
FARRIS, RICHARD, ESKER JAY
Executive Officer · 2.5%
5064417
Faulkenberry, David, Andrew
Executive Officer · 2.5%
8046345
Grady, Kevin, P
Executive Officer · 2.5%
8196395
Hallows, Rocky
Executive Officer · 2.5%
8196396
LEAVITT, ERIC, O
Executive Officer · 2.5%
8243109
Longhurst, Bracken
Executive Officer · 2.5%
8196394
Nelson, Daniel, A
Executive Officer · 2.5%
8243110