Thomas Lee Engle

Employer firm

F/M Investments LLC CRD 304405

$17.7B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → Present
  Ziegler Capital Management, Llc
  Clayton, MO
• 04/2024 → Present
  F/M Investments Llc
  St. Louis, MO

Previous Registrations

• 2020-06-12 → 2024-05-15
  Zcm
  Clayton, MO
• 2015-06-16 → 2020-06-01
  Ziegler Capital Management, Llc
  Clayton, MO
• 2012-02-15 → 2015-06-01
  Fiduciary Asset Management Llc
  Clayton, MO
• 2005-05-06 → 2007-11-26
  Fiduciary Asset Management Llc
  St. Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-02-20

Other Names

• Thomas Lee Engle