Important Disclosures

Important Disclosures

FBB Capital Partners, LLC (FBB) is a registered investment advisor located in Bethesda, Maryland.  FBB and its investment advisor representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisors by those states in which FBB maintains clients. FBB may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.   Additional information, including our services, advisory fees, and other helpful disclosures, can be found in our Form ADV Part 2, which is available upon request or on the SEC’s website at

If you’re an existing client of FBB Capital Partners, it is your responsibility to immediately notify us if there is a change in your financial situation or investment objectives for the purpose of reviewing, evaluating or revising any of our previous recommendations and/or services.

The information we provide to you through our websites, social media sites, newsletters, market commentaries, media appearances, and other communications posted online (collectively herein referred to as “Publications”) is for informational and educational purposes only and is not intended to provide, and should not be relied on for, investment or any other advice. It does not take into account your particular financial circumstances and should not be construed as a solicitation or offer to buy or sell any investment or related financial products. We urge readers to consult with a professional advisor before acting on any information appearing or transmitted through our Publications.

The information contained in our Publications is supplied from sources we believe to be reliable, but we cannot guarantee its accuracy.  The opinion, analyses, and other information expressed in our Publications constitute judgments as of the dates they were published, are subject to change without notice, and may not be updated to reflect new facts or assumptions.  

Our Publications may include links to newsletters, articles, media appearances, and other information contained on third-party websites and are intended to provide additional perspective and should not be construed as an endorsement. We do not make any representations or guarantees as to the accuracy, timeliness, suitability, or completeness of any information on third-party websites.  Should you click on a link and receive information from any third-party websites, you will visit the websites at your own risk.

Any rankings and recognition by third-party rating services or publications mentioned in our Publications should not be construed as a guarantee that you will experience a certain level of results if you engage us to provide investment advisory services, nor should it be construed as a current or past endorsement of FBB by any of its clients.

Any securities identified and described in our Publications do not represent all of the securities purchased, sold, or recommended for client accounts.  Actual holdings will vary for each client and there is no guarantee that a particular client’s account will hold any or all of the securities mentioned in our Publications.  Our officers, directors, and employees will, from time to time, have positions in the securities mentioned and discussed in our Publications.

No graph, chart, formula or other device can, in and of itself, be used to determine which securities to buy or sell, or when to buy or sell such securities, or can assist persons in making those decisions.  

It should not be assumed that future performance of any specific investment or investment strategy, including those discussed in our Publications, will be successful or profitable, or protect against loss.  Past performance does not guarantee future results. All investments involve risks including the loss of principal. 

Any forward-looking statements or projections in our Publications are based on assumptions. By their nature, forward-looking statements involve a number of risks, uncertainties and assumptions that could cause actual results or events to differ materially from those expressed or implied by the forward-looking statements. You should not place undue reliance on forward-looking statements, which reflect our judgment only as of the date they were published.

Any historical index performance provided in our Publications is for illustrative purposes and includes the reinvestment of dividends and income, but does not reflect advisory fees, brokerage commissions, and other expenses associated with managing an actual portfolio. An index is an unmanaged group of stocks considered to be representative of different segments of the stock market in general. Index performance does not represent actual portfolio performance. One cannot invest directly in an index.

Any hypothetical examples in our Publications are for illustrative purposes only and do not reflect the returns from actual investments. No representation is being made that you will achieve results similar to those shown in hypothetical examples. Hypothetical performance is not a guarantee of future results.

Social Media Disclosure 

In order to receive updates, articles, commentary, and other communications from FBB Capital Partners, you will need to click the “Like”/”Follow” button on our social media sites.

Access to our social media sites is provided to you as a courtesy and convenience. When posting comments to our social media sites, please refrain from recommending our investment advisory services or providing testimonials about FBB Capital Partners, its services, or its employees. We reserve the right to remove any post not in compliance with SEC rules and regulations or for any other reasons.

FBB Capital Partners will publish and share posts on or through various social media sites including, but not limited to, Facebook, Linkedin, Twitter, and YouTube for educational, promotional, and other business purposes. We are not affiliated with the social media sites where this content may appear. The information we post on social media should not be construed as a recommendation, offer to buy or sell securities, or as personal investment advice.


The information we post on social media may include statements that are based on current market conditions at the time of the posting and may not be updated to reflect subsequent developments.  Opinions posted on our social media sites are those of the person submitting the comments and do not necessarily represent the views of FBB Capital Partners, our individual employees or other members of our organization.  


As communication via e-mail is subject to time delay, please do not send orders to buy or sell securities or transfer money through this system. FBB Capital Partners assumes no liability for transactional messages sent through this system.


If you have any questions regarding our services, we encourage you to schedule a consultation with one of our financial advisors. We are pleased to offer customized wealth management and financial planning for your specific needs.