FEG
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 121658
- Registered since
- June 30, 2002
- Website
- www.feg.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Charitable Organizations80.86%
- Sovereign Wealth Funds17.35%
- HNWI0.68%
- State / Municipal Government0.65%
- Pension & Profit Sharing Plans0.28%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
FEG is a privately held limited liability company that operates as an institutional registered investment adviser and capital allocator. The firm has been registered with the SEC since 2002 and serves both individual/family clients and institutional clients. Its advisory services include portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting services. FEG charges a mix of percentage-of-AUM, fixed, and performance-based fees and does not identify as an active ESG investor. FINTRX classifies the owner type as a mix of domestic entity and individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Private Funds35%
- Public Funds/Mutual Funds33%
- Exchange Traded Equities22%
- Cash & Cash Equivalents5%
- US Government Bonds3%
Owners & executives
3 of 4
Julie Thomas
Chief Compliance OfficerCRD 5835243
James Lenahan
Chief Executive OfficerCRD 5494481
Robert Jennings
Chief Operating OfficerCRD 2263389
Contacts
3 of 8
Gianna Tremoulis
General CounselCRD 7348202
Nolan Bean
Head of Portfolio ManagementCRD 4559128
Alan Bergin
Senior Vice PresidentCRD 5243872
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$3.8B in ETFs
99%
$3.7B
1%
$22.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $1.1B | 1,456,901 | 28.99% |
Location
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 201 E 5th St
- Time zone
- ET (UTC-5)
- Office locations
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