FINANCIAL_SERVICESRENEWED

FAI Capital Management investment advisory contract renewed

The School Board of Okaloosa County renewed its Investment Advisory Services Portfolio Management Agreement with FAI Capital Management, Inc. for Fiscal Year 2026-2027 with an estimated annual cost of $32,500.00. The Florida-registered investment advisor will continue managing the district’s investment portfolio under the original 2024 agreement terms.

Status
RENEWED
Document date
August 24, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Fai Capital Management Inc
Agency
Okaloosa County School District · FL

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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 amount
$32,500.00
Contract type
FINANCIAL_SERVICES
Contract term
Fiscal Year 2026-2027 (annual renewal)
Renewal date
2027-06-30
Renewal
Original agreement approved November 12, 2024; this action renews services for FY 2026-2027 at an estimated annual fee of $32,500.00. Future annual renewals are subject to board approval.
Document type
Agenda
Source document
Okaloosa County School District Agenda Regular Meeting 2026-08-24

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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 24, 2026. The contract value is $32,500.00.

How much is the Fai Capital Management Inc contract with Okaloosa County School District worth?

The Fai Capital Management Inc contract with Okaloosa County School District is valued at $32,500.00, covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Okaloosa County School District Agenda Regular Meeting 2026-08-24 (Agenda), dated August 24, 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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