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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

FBB CAPITAL PARTNERS

FULTON BREAKEFIELD BROENNIMAN,LLC, CRD 108967

BETHESDA, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:08ddb5d1-6ad0-79a7-c9fd-e73083cb4795

Data as of Aug 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 2
On other graphs: 0
Observed: Mar 27, 2012 to Aug 13, 2026
59 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.4BItem 5.F on the latest filing (2026-08-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.4B
Private client RAUM: $2.4BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $218Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 21
Advisory employees: 15
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 3,187
Individual clients: 988
High net worth clients: 16
Custody, client assets: $367M
SEC number: 801-57836
CRD: 108967
Filings on the tape: 59
First filed: Mar 27, 2012
Latest filed: Aug 13, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
STEIN ANDRE OLAVSRUD	Certified Financial Planner	BETHESDA, MD \| EASTON, MD	22	26	1	no
MAGGI MARY KEATING	Certified Financial Planner	Bethesda, MD	22	34	1	no
MICHAEL JOHN MUSSIO	Certified Financial Planner\|Chartered Financial Analyst	BETHESDA, MD	16	25	1	no
JAIME GUILLERMO QUIROS	Certified Financial Planner	BETHESDA, MD	12	25	1	no
JANE DeLashmutt O'Mara	Certified Financial Planner	EASTON, MD \| BETHESDA, MD	12	12	n/a	no
JOHN P PETROFSKY	Chartered Financial Analyst	BETHESDA, MD	8	12	1	no
MEL JOSEPH CASEY	Chartered Financial Analyst	BETHESDA, MD	4	22	n/a	no
DANISH JAWAID	Chartered Financial Analyst	BETHESDA, MD	4	10	1	no
ALEJANDRO ALAN VELA	Certified Financial Planner	BETHESDA, MD	4	10	n/a	no
MARTHA CALLAHAN	Certified Financial Planner	EASTON, MD \| BETHESDA, MD	3	16	1	no
JENNIFER AMY SCHER	Certified Financial Planner	BETHESDA, MD	3	21	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FULTON, SUSAN, BREAKEFIELD	Founder	C	yes	03/2001	Aug 13, 2026	Aug 13, 2026
MUSSIO, MICHAEL, JOHN	President	C	yes	02/2017	Aug 13, 2026	Aug 13, 2026
OLAVSRUD, STEIN, ANDRE	CHIEF COMPLIANCE OFFICER, EVP	B	yes	07/2019	Aug 13, 2026	Aug 13, 2026
SIMPSON, BRIDGET, MARIE	DIRECTOR OF OPERATIONS	A	yes	02/2017	Aug 13, 2026	Aug 13, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Easton	Md	United States	2	no
Annapolis	Md	United States	0	no
Vienna	Va	United States	0	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 9, 2026	$2.4B	$2.4B	21	15	3	n/a	n/a
2024	Mar 10, 2025	$2.2B	$2.2B	21	14	3	n/a	n/a
2023	Feb 23, 2024	$1.9B	$1.9B	21	15	3	n/a	n/a
2022	Mar 23, 2023	$1.6B	$1.6B	21	15	3	n/a	n/a
2021	Mar 25, 2022	$1.8B	$1.8B	19	14	3	n/a	n/a
2020	Mar 24, 2021	$1.4B	$1.4B	17	12	3	n/a	n/a
2019	Mar 31, 2020	$1.3B	$1.3B	17	12	3	n/a	n/a
2018	Mar 27, 2019	$1.1B	$1.0B	15	12	4	n/a	n/a
2017	Mar 28, 2018	$1.1B	$1.0B	15	12	2	n/a	n/a
2016	Mar 28, 2017	$978M	$910M	14	12	n/a	n/a	n/a
2015	Mar 19, 2016	$910M	$842M	12	10	n/a	n/a	n/a
2014	Mar 31, 2015	$872M	$810M	12	10	n/a	n/a	n/a
2013	Mar 21, 2014	$764M	$708M	11	10	n/a	n/a	n/a
2012	Mar 18, 2013	$660M	$614M	11	9	n/a	n/a	n/a
2011	Mar 27, 2012	$568M	$532M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.4B	$2.2B	10.8%	$1.6B	13.5%	21	21	3	3

Relationships

Registered with (17)

← JENNIFER AMY SCHERAdvisorregistration: current employment
Feb 21, 2023 to presentfactForm ADV
← MARTHA CALLAHANAdvisorregistration: current employment
Jan 3, 2023 to presentfactForm ADV
← ALEJANDRO ALAN VELAAdvisorregistration: current employment
Feb 3, 2022 to presentfactForm ADV
← DANISH JAWAIDAdvisorregistration: current employment
Dec 1, 2021 to presentfactForm ADV
← MEL JOSEPH CASEYAdvisorregistration: current employment
Nov 10, 2021 to presentfactForm ADV
← JOHN P PETROFSKYAdvisorregistration: current employment
Oct 31, 2017 to presentfactForm ADV
← JAIME GUILLERMO QUIROSAdvisorregistration: current employment
Sep 10, 2014 to presentfactForm ADV
← JANE DeLashmutt O'MaraAdvisorregistration: current employment
Sep 10, 2014 to presentfactForm ADV
← MICHAEL JOHN MUSSIOAdvisorregistration: current employment
Jun 23, 2010 to presentfactForm ADV
← MAGGI MARY KEATINGAdvisorregistration: current employment
Jun 16, 2004 to presentfactForm ADV
← STEIN ANDRE OLAVSRUDAdvisorregistration: current employment
Jun 7, 2004 to presentfactForm ADV
← JACKIE S FONTANAAdvisorregistration: previous registration
Dec 15, 2020 to Dec 24, 2024factForm ADV
← David William MalmgrenAdvisorregistration: previous registration
Feb 19, 2004 to Jul 30, 2021factForm ADV
← RACHEL PODNOS O'LEARYAdvisorregistration: previous registration
Dec 10, 2013 to Feb 21, 2017factForm ADV
← LAWRENCE WOHL SCHWARTZAdvisorregistration: previous registration
May 16, 2005 to Sep 30, 2015factForm ADV
← WENDY MARIE MOYERSAdvisorregistration: previous registration
Jul 2, 2012 to May 6, 2015factForm ADV
← MITCHEL SCHLESINGERAdvisorregistration: previous registration
Feb 22, 2002 to Mar 30, 2015factForm ADV

Controls (4)

← OLAVSRUD, STEIN, ANDREOwnerCHIEF COMPLIANCE OFFICER, EVP, ownership code B, individual
Dec 9, 2016 to Aug 13, 2024factForm ADV
← MUSSIO, MICHAEL, JOHNOwnerPRESIDENT, ownership code C, individual
Mar 31, 2015 to Aug 13, 2024factForm ADV
← SIMPSON, BRIDGET, MARIEOwnerDIRECTOR OF OPERATIONS, ownership code A, individual
Dec 9, 2016 to Aug 13, 2024factForm ADV
← FULTON, SUSAN, BREAKEFIELDOwnerFOUNDER, ownership code C, individual
Mar 27, 2012 to Aug 13, 2024factForm ADV

Dated events

Occurred
Dec 24, 2024
Advisor changed firm
Jackie S Fontana left Fbb Capital Partners for Chevy Chase Trust Company (registered 2025-02-25)
Form ADVobserved 4 days ago
Occurred
Mar 25, 2022
Regulatory AUM changed
Fbb Capital Partners reported RAUM $1.8B, up 27% from $1.4B (2022-01-28 to 2022-03-25)
Form ADVobserved 4 days ago
$388M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:08ddb5d1-6ad0-79a7-c9fd-e73083cb4795
First observed: Mar 27, 2012
Last observed: Aug 13, 2026 37 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FBB CAPITAL PARTNERS

FULTON BREAKEFIELD BROENNIMAN,LLC, CRD 108967

BETHESDA, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:08ddb5d1-6ad0-79a7-c9fd-e73083cb4795

Data as of Aug 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:15 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STEIN ANDRE OLAVSRUD

Certified Financial Planner

BETHESDA, MD | EASTON, MD

MAGGI MARY KEATING

Certified Financial Planner

Bethesda, MD

MICHAEL JOHN MUSSIO

Certified Financial Planner|Chartered Financial Analyst

BETHESDA, MD

JAIME GUILLERMO QUIROS

Certified Financial Planner

BETHESDA, MD

JANE DeLashmutt O'Mara

Certified Financial Planner

EASTON, MD | BETHESDA, MD

n/a

JOHN P PETROFSKY

Chartered Financial Analyst

BETHESDA, MD

MEL JOSEPH CASEY

Chartered Financial Analyst

BETHESDA, MD

n/a

DANISH JAWAID

Chartered Financial Analyst

BETHESDA, MD

ALEJANDRO ALAN VELA

Certified Financial Planner

BETHESDA, MD

n/a

MARTHA CALLAHAN

Certified Financial Planner

EASTON, MD | BETHESDA, MD

JENNIFER AMY SCHER

Certified Financial Planner

BETHESDA, MD

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FULTON, SUSAN, BREAKEFIELD

Founder

yes

03/2001

Aug 13, 2026

MUSSIO, MICHAEL, JOHN

President

yes

02/2017

Aug 13, 2026

OLAVSRUD, STEIN, ANDRE

CHIEF COMPLIANCE OFFICER, EVP

yes

07/2019

Aug 13, 2026

SIMPSON, BRIDGET, MARIE

DIRECTOR OF OPERATIONS

yes

02/2017

Aug 13, 2026

City

State

Country

Employees

Also broker-dealer

Easton

United States

Annapolis

United States

Vienna

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 9, 2026

$2.4B

n/a

2024

Mar 10, 2025

$2.2B

n/a

2023

Feb 23, 2024

$1.9B

n/a

2022

Mar 23, 2023

$1.6B

n/a

2021

Mar 25, 2022

$1.8B

n/a

2020

Mar 24, 2021

$1.4B

n/a

2019

Mar 31, 2020

$1.3B

n/a

2018

Mar 27, 2019

$1.1B

$1.0B

n/a

2017

Mar 28, 2018

$1.1B

$1.0B

n/a

2016

Mar 28, 2017

$978M

$910M

n/a

2015

Mar 19, 2016

$910M

$842M

n/a

2014

Mar 31, 2015

$872M

$810M

n/a

2013

Mar 21, 2014

$764M

$708M

n/a

2012

Mar 18, 2013

$660M

$614M

n/a

2011

Mar 27, 2012

$568M

$532M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.4B

$2.2B

10.8%

$1.6B

13.5%