Asset ManagerRIA · CRD 117600SEC-Registered

Updated:

FMI

FMI is an SEC-registered investment adviser in Ardmore, OK, registered since 2017. The firm manages approximately $318 million in regulatory assets.

FMI

FMI is an SEC-registered investment adviser in Ardmore, OK, registered since 2017. The firm manages approximately $318 million in regulatory assets. It has 5 employees and 4 investment advisers.

General information

Firm type

Asset Manager

Year founded

1995

Location

Region

North America

Country

United States

City

Ardmore

Corporate office

Baltimore, MD, United States

Principals

Paul H. D'Amato

Chairman

John R. D'Amato

CEO

Daniel J. D'Amato

President

Sector focus

Real EstateInfrastructurePrivate Credit

Frequently asked questions

How is FMI structured across generations?

FMI was founded in 1995 by Paul H. D'Amato and has since transitioned into a second-generation enterprise under his sons, John (CEO) and Daniel (President). The firm operates from a single Baltimore headquarters, maintaining a lean team that relies on regional correspondent relationships rather than a multi-office footprint. This generational succession is a key part of FMI's long-term continuity as a private lending platform.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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