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Fbr Investment Management, Inc. (Arlington)


Fbr Investment Management, Inc. is a pension cosultant based in Arlington. It manages $9.25 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Virginia.

Fbr Investment Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fbr Investment Management: assets under management

The assets under management (AUM) of Fbr Investment Management, Inc. is $9.25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $9.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.08 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fbr Investment Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Billings Ramsey Group Inc. Friedman Ultimate parent company 1 Mar 1997 75% - 100% 32-0045263
Billings Ramsey Group Inc. Friedman Ultimate parent company 1 Mar 2003 75% - 100% 54-1873198
Inc. Fbr Trs Holdings Indirect parent 1 Mar 2003 75% - 100% 54-2054699
Inc. Fbr Trs Holdings Indirect parent 1 Jul 2006 75% - 100% 54-2054699
Fbr Capital Markets Corporation Indirect parent 1 Jul 2006 75% - 100% 20-5164223
Fbr Capital Markets Corporation Indirect parent 1 Jun 2009 75% - 100% 20-5164223

Based in Arlington

The principal office where Fbr Investment Management, Inc. performs its advisory services is located at 1001 19 Th Street North, Arlington, VA 22209 1732, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-312-9500 or by fax 703-312-9701. The normal business hours are 9:00am - 5:00pm on Monday - Friday.


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