Falists
← Back to search

FEG

FUND EVALUATION GROUP, LLC

CRD 121658 · SEC 801-61324

Visit website

201 EAST FIFTH STREET, SUITE 1600, CINCINNATI, OH, 45202, United States

Phone

513-977-4400

Fax

513-977-4430

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$23.86B

Discretionary AUM

$16.00B

Team

136 total employees; 74 advisory reps; 134 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersRESEARCH SERVICES

Client types

TypeClientsAUM
Individuals30$8.3M
High net worth individuals15$162.7M
Charitable organizations164$19.29B
State/municipal entities5$154.2M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD