FG&G FINANCIAL SERVICES, LLC

Overview

Fg&G Financial Services, LLC is a small, fee-based registered investment adviser that manages discretionary portfolios for individuals, families and small businesses. The firm’s advisory scope includes portfolio management, pension consulting services and the selection of other advisers, which signals a hybrid approach of in-house portfolio construction and use of third‑party managers where appropriate. The firm is structured as an LLC with an individual owner and operates as a capital allocator: core exposures are implemented through public mutual funds while select allocations are directed to external alternative managers. Investment preferences emphasize pooled public funds for core beta and active mutual funds for manager exposure. The firm is not an active ESG investor and does not present itself as a multi-state adviser, reflecting a focused regional practice rather than a national platform. Compensation is on a percentage‑of‑AUM basis and portfolios are managed on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices