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The FSB Companies, privately funded by Frank S. Brumfield, invests in and manages a diverse portfolio of companies at all stages of growth. Our portfolio includes the stability of real estate and other long-term investments, the diligence and creativity of growth-stage investments, and the excitement of angel and seed-stage investments.
Moneta, ranked by InvestmentNews as the Midwest`s largest independent RIA with more than $20 billion in AUM and 300 employees, delivers a level of service and loyalty to its clients that only a completely independent, 100% employee-owned company can offer. Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life`s path and protect what they cherish. For closely held businesses and organizations, Moneta manages their retirement plan benefit with a smart approach and passionate emphasis on improving the retirement outcomes of their employees. Barron`s ranked Moneta No. 4 among the nation`s independent RIAs for its combination of quality and scale. The firm consistently earns praise for the way it invests in and takes care of employees, named as a top place to work by publications such as InvestmentNews, the St. Louis Business Journal and St. Louis Post-Dispatch for six years in a row. MonetaU – the company`s internal Talent and Organization Development program – tangibly demonstrates the value Moneta places on all of its employees by significantly investing in everyone`s professional growth and education throughout the full life of their career at the firm. This approach attracts and retains the industry`s top talent while promoting a culture that rewards those who continually pursue improvement.
Hungry Ventures is a Encinitas, CA-based company in the Financial Services sector.
South Cap Group is a Atlanta, GA-based company in the Financial Services sector.
Trean Corporation is a Eden Prairie, MN-based company in the Financial Services sector.