FINANCIAL_SERVICESRENEWED

Okaloosa Schools Renews Investment Advisory Services Agreement

The School District of Okaloosa County has renewed its Investment Advisory Services Agreement with FAI Capital Management, Inc. for an additional one-year term from October 1, 2026 through September 30, 2027. The renewal continues the original terms and conditions and requires updated federal compliance certifications and maintenance of insurance coverage.

Status
RENEWED
Document date
August 3, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Fai Capital Management Inc
Agency
Okaloosa County School District · FL

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
October 1, 2024 through September 30, 2025; renewed October 1, 2025 through September 30, 2026; further renewed October 1, 2026 through September 30, 2027
Renewal date
2027-09-30
Renewal
Agreement may be renewed annually by mutual agreement of the parties. Initial term October 1, 2024–September 30, 2025, first renewal October 1, 2025–September 30, 2026, and second renewal October 1, 2026–September 30, 2027 approved by vendor on August 11, 2026.
Document type
Agreement
Source document
School District of Okaloosa County Agreement Investment Advisory Services Renewal 2026-08-03

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Okaloosa County School District?

Fai Capital Management Inc was awarded this financial services contract by Okaloosa County School District, as recorded on August 3, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agreement record.

Where was this contract approved?

This contract appears in School District of Okaloosa County Agreement Investment Advisory Services Renewal 2026-08-03 (Agreement), dated August 3, 2026 from Okaloosa County School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Fai Capital Management Inc hold?

Fai Capital Management Inc may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Okaloosa County School District currently buying?

Explore Okaloosa County School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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