FEG

RIASEC Registered

Total AUM

$19.7B

Discretionary

$15.2B

77% of AUM

Avg account

$24.2M

Accounts

813

Employees

136

Advisory reps

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 Organizations76.88%
Sovereign Wealth Funds20.99%
HNWI0.81%
State / Municipal Government0.78%
Pension & Profit Sharing Plans0.33%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

FEG is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2002. The firm positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its advisory scope includes discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and the selection of other advisers. FEG charges a mix of fee types — asset-based, fixed fees, and performance-based fees — and its organizational roles extend beyond advisory work into sponsor and managing-member activities for pooled investment vehicles and related CPO/CTA-type affiliations. The firm does not identify as an active ESG investor.