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RL

Randall S. Loving

F/M INVESTMENTS LLC
Washington, DC 20007
Some features on this profile are disabled
CRD#: 7551797
RL

Professional summary

Randall Scott Loving Jr., who also goes by Randall Scott Loving, Randy Loving, is a registered financial advisor currently at F/M INVESTMENTS LLC located in Washington, District Of Columbia.

Randall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Randall has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Randall Scott Loving | Randy Loving

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randall Scott Loving Jr.'s CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 10, 2022 - Present

F/M INVESTMENTS LLC

Office #1: 3050 K. St Nw Suite 201, Washington, DC 20007
RIA
CRD#: 304405
Washington, DC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FI
F/M INVESTMENTS LLC
F/M INVESTMENTS LLC | OAKHURST CAPITAL ADVISORS LLC | NORTH SLOPE CAPITAL LLC | INTEGRATED ALPHA INVESTMENTS LLC | GENOA ASSET MANAGEMENT LLC

CRD#: 304405 / SEC#: 801-116853

RIA
Registered Investment Advisory firm - (6/28/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
District of Columbia
(8/10/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/6/2022
Uniform Investment Adviser Law Examination

Current Firm

FI
F/M INVESTMENTS LLC
F/M INVESTMENTS LLC | OAKHURST CAPITAL ADVISORS LLC | NORTH SLOPE CAPITAL LLC | INTEGRATED ALPHA INVESTMENTS LLC | GENOA ASSET MANAGEMENT LLC

CRD#: 304405 / SEC#: 801-116853

RIA
Registered Investment Advisory firm - (6/28/2019 Approved)
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Contact information

Main Address
3050 K. St Nw Suite 201, Washington, DC 20007
Mailing Address
Phone number
(202) 839-4910
Established
Firm type
Fiscal year end
# of Employees
70

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FMI FORM ADV PART 2A 03.31.2025 (4/1/2025)

Regulatory assets under management

Total Number of Accounts4,480
AUM (Assets Under Management)$ 16,899,434,237

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

F/M INVESTMENTS LLC

CRD#: 304405Washington, DC 20007

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