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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does F/M Investments have?","answer":"F/M Investments has 22 investment adviser representatives registered with state securities authorities, out of 83 employees, and 46 perform investment advisory functions. 18 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does F/M Investments invest in?","answer":"At the end of its last fiscal year, F/M Investments’ separately managed accounts held 59% U.S. government and agency bonds, 15% investment grade corporate bonds, 14% exchange-traded equities, 5% other, 4% state and local bonds and 2% cash and equivalents. 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