Stein Olavsrud
FBB Capital Partners · Bethesda, Maryland
Stein Olavsrud is a fee-only financial advisor at FBB Capital Partners in Bethesda, Maryland, who holds the AAMS, CFP and CMFC credentials. FBB Capital Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Stein →
Facts
| Firm | FBB Capital Partners |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.39B across 3,187 accounts |
| Credentials | AAMS · CFP · CMFC · CFA · CPA |
| SEC registration | Investment adviser representative in MD, TX · CRD 4055485 |
| Exams passed | Series 66 (1999) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | fbbcapitalpartners.com |
| Profile |
How Stein's firm compares
- FBB Capital Partners's average account is about $751,000, from its Form ADV (assets managed divided by 3,187 accounts).
Request an introduction to Stein
Tell Stein a little about what you're looking for. Stein isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Stein
Is Stein Olavsrud a fee-only financial advisor?
Yes. Stein Olavsrud is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Stein's firm.
How does Stein charge for financial advice?
Stein's firm, FBB Capital Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stein Olavsrud based?
Stein Olavsrud is based in Bethesda, Maryland.
What credentials does Stein Olavsrud hold?
Stein Olavsrud holds the AAMS, CFP, CMFC, CFA and CPA credentials.
Is Stein Olavsrud registered with the SEC?
Yes. Stein Olavsrud is registered as an investment adviser representative in MD and TX (CRD 4055485), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Stein Olavsrud?
Through Stein's website, 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
- NAPFA directory listing : NAPFA admits only fee-only advisors
- FBB Capital Partners website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.