FCG Investment Company
Firm details
- Headquarters
- Germantown, Tennessee
- CRD number
- 308192
- Registered since
- April 13, 2020
- Website
- fcgtn.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans49.4%
- HNWI33.53%
- Individuals17.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
FCG Investment Company is an independent registered investment adviser organized as a partnership and SEC-registered in 2020. Ownership is held by an individual and the firm serves both high-net-worth individuals and institutional clients. Advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements combine a percentage of assets under management and fixed fees. FCG is not identified as a capital allocator and does not report an ESG-focused investment program. The firm maintains professional relationships with accountants, law firms, insurance companies and pension consultants as part of its referral and service network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities31%
- US Government Bonds2%
- Investment Grade Corp Bonds1%
Contacts
3 of 10
Jeremy Plyler
PartnerCRD 6307009
Michael Thompson
Director of OperationsCRD 6562077
Dennis Plyler
OwnerCRD 2951701
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$104M in ETFs
62%
$64.6M
35%
$39.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $16.8M | 22,487 | 16.17% |
Location
Germantown, TN
Shelby
Location
Germantown, TN
Headquartered in Germantown, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- Shelby
- Address
- 9040 Gdn Arbor Dr
- Time zone
- CT (UTC-6)
- Office locations
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