Fundamental Investment Services, LLC
SEC RegisteredConnect, Aggregate and Analyze
About the firm
Fund@mental is a professional technology platform within the wealth management community that utilizes advanced research to provide unbiased access to investment products and top-tier analysis. It offers technology solutions, investment advisory services through its SEC-registered subsidiary Fundamental Investment Services (FIS), compliance services through Fund@mental Compliance Services, and fund distribution services through Fund@mental Distribution Services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Technology platform for searching, constructing, and investing in securities and investment strategies; external CIO investment services including strategic and tactical asset allocation, security selection, portfolio construction, investment policy design, model portfolios, private funds due diligence, and private equity program design; statutory compliance supervision for fund distribution teams; and fund distribution services for asset managers in the US Offshore, Latam, and European markets
Who they serve
Investors, Advisors, Asset Managers, independent wealth managers, institutional investors, wealthy families, and family offices
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 1 | $12M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of April 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Fundamental Investment Services, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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