Fbb Capital Partners

Fulton Breakefield Broenniman, LLC, operating as FBB Capital Partners, is a fee-only registered investment advisor established in November 2000. The firm offers comprehensive wealth and risk management services to help clients achieve steady capital growth and secure income streams. The firm's mission is to provide peace of mind, confidence, and trusted partnership in financial planning. As of December 31, 2024, the firm managed over $2.1 billion in discretionary accounts. Services include portfolio management tailored to client preferences, financial planning, and investment strategies such as value investing, bond portfolios, option investing, asset allocation, and more. Fees are based on an asset-based fee arrangement, with tiered rates not exceeding 1.00% for the first $1.5 million in assets. The firm does not charge performance-based fees. Clients have investment discretion, and the firm may recommend alternative investments to accredited investors or qualified purchasers. The firm's investment analysis includes fundamental, quantitative, technical, and cyclical analysis. Clients' accounts are reviewed regularly, and the firm has a Code of Ethics to ensure ethical conduct. The firm uses Schwab and Fidelity as custodians, with no compensation for client referrals. The firm votes on client securities and offers proxy voting services. The firm does not participate in class-action proceedings on behalf of clients. Financial information is not disclosed as the firm does not take custody of client funds or bill accounts in advance. No material changes have been reported, and the brochure is dated March 10, 2025.