# Mel Casey

> Mel Casey is a fee-only financial advisor at FBB Capital Partners in Bethesda, Maryland, who holds the CFA credential. FBB Capital Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/mel-casey/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** FBB Capital Partners
- **Based in:** Bethesda, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $2.39B across 3,187 accounts
- **Credentials:** CFA
- **CRD:** 4511778 (https://adviserinfo.sec.gov/individual/summary/4511778)
- **SEC registration:** Investment adviser representative in MD, VA
- **Exams passed:** Series 63 (2004)
- **Firm size:** 21 employees
- **Disclosures:** None reported
- **Website:** http://www.fbbcapitalpartners.com

## Frequently asked questions

### Is Mel Casey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mel holds no broker registration, and FBB Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Mel charge for financial advice?

Mel's firm, FBB Capital Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Mel Casey based?

Mel Casey is based in Bethesda, Maryland.

### What credentials does Mel Casey hold?

Mel Casey holds the CFA credential.

### Is Mel Casey registered with the SEC?

Yes. Mel Casey is registered as an investment adviser representative in MD and VA (CRD 4511778), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does FBB Capital Partners manage?

FBB Capital Partners reports $2.39B across 3,187 accounts in assets under management.

### How do I contact Mel Casey?

Through Mel's website, www.fbbcapitalpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4511778): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.