Fsm Capital Management, LLC
Fsm Capital Management, LLC (CRD# 144387) is a financial advisory firm headquartered in Cleveland, OH. They manage $281,392,697 in 514 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management281MILLION
Total Number of Accounts514ACCOUNTS
Average Account Value$547,457
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, OH, TX
David Lightner (CRD# 4374749) is an Investment Advisor Representative working at Fsm Capital Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry. David Lightner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.