Investment Advisory Agreement With FAI Capital Renewed | Okaloosa County School District | FAI CAPITAL MANAGEMENT INC

Scope & details

The full contract record, as filed.

Contract amount

$32,500.00

Contract type

FINANCIAL_SERVICES

Contract term

Fiscal Year 2026-2027 (annual agreement)

Renewal date

2027-06-30

Renewal

Original agreement approved 2024-11-12; this action renews the portfolio management services for FY 2026-2027 on an annual basis.

Document type

Agenda

Source document

Okaloosa County School District Workshop Meeting Agenda 2026-08-24

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Okaloosa County School District Agenda Regular Meeting 2026-08-24

RENEWED

Okaloosa County School District, Florida$32,500.00Aug 24, 2026

School District of Okaloosa County Agreement Investment Advisory Services Renewal 2026-08-03

RENEWED

Okaloosa County School District, FloridaAug 3, 2026

The School Board of Escambia County, Florida Investment Advisory Services Portfolio Management Agreement 2025-10-22

APPROVED

Escambia County School District, Florida0.125% per annum, subject to a minimum fee of $3,000 per quarter; additional hourly rates of $275/$225/$125 for special projects; structured product fees not to exceed that allowed by regulationOct 22, 2025

Escambia County School Board Regular Meeting Agenda October 2025

APPROVED

Escambia County School District, FloridaOct 21, 2025

Okaloosa County School District Agenda 2025-08-25

RENEWED

Okaloosa County School District, FloridaAug 25, 2025

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 Workshop Meeting Agenda 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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