asset manager

F/m Investments

WASHINGTON, DC

CRD: 304405

In PWD coverage since August 21, 2026 · 7 stories

$17.7BRegulatory AUMSEC Form ADV · Oct 3

83EmployeesForm ADV

5Deals on our tracker

Regulatory AUM · Aug 22 – Oct 3

Deal recordFull tracker →

Aug 25, 26Deal announcedT. Rowe Price · — coverage

Aug 19, 26Deal announcedT. Rowe Price · $19B — coverage

Aug 19, 26Deal announcedT. Rowe Price — coverage

Aug 19, 26Deal announcedT. Rowe Price · $19B — coverage

Jul 31, 26Deal announcedT. Rowe Price

PWD coverage

issuers

Three August ETF deals price a book of advisor relationships

August's three ETF acquisitions priced the scarce asset—a book of advisor relationships—and the next wave will be issuers who own one and cannot sell it.

advisers · Sep 16DC consultants stopped debating AI and started using it on the paperwork

issuers · Aug 26Buy, don't build: the ETF landgrab's clearest answer

the_wrap · Aug 21Retirement managed accounts shift to adviser-controlled rails

Deals & PE · Aug 21T. Rowe's F/m deal buys a product factory

investments · Aug 21T. Rowe Price buys F/m to strengthen target-date fixed income

Deals & PE · Aug 21T. Rowe Price to buy F/m Investments and its Treasury ETFs

F/m Investments

Three August ETF deals price a book of advisor relationships

The Family Office Daily Briefing