FACTOR INVESTING GROUP

Overview

Factor Investing Group is an independent, individual-owned registered investment adviser that began SEC registration in 2021. The firm works primarily with individual and family clients and charges fees as a percentage of assets under management. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm does not characterize itself as an active ESG investor and is not set up as a multi-state adviser. The firm's name and its largest public holding (Dimensional US Core Equity 2 ETF) align with a clear equity emphasis and a likely tilt toward systematic or factor-based equity exposures. Custody and reporting patterns indicate a centralized operating model rather than a broad broker-dealer or multi-custodian setup.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices