Mel Casey
FBB Capital Partners · Bethesda, Maryland
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.
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Facts
| Firm | FBB Capital Partners |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.39B across 3,187 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MD, VA · CRD 4511778 |
| Exams passed | Series 63 (2004) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.fbbcapitalpartners.com |
How Mel's firm compares
- FBB Capital Partners's average account is about $751,000, from its Form ADV (assets managed divided by 3,187 accounts).
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Questions about Mel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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