Institutional
    SEC Registered

    Feg

    Registered investment advisor · Cincinnati, Ohio · CRD #121658

    Assets Under Management
    $23.9B
    Client Accounts
    218
    Employees
    136
    CRD Number
    121658
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Northern Trust Securities, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Feg

    FEG Investment Advisors, also known as Fund Evaluation Group, LLC, is an independent, employee-owned investment advisory firm based in Cincinnati, Ohio. Established in 1988, FEG has over 35 years of experience and manages approximately $9.6 billion in assets. The firm operates with a client-first model, ensuring that client interests are prioritized. FEG offers a wide range of investment services, including consulting, outsourced CIO services, research, values-aligned investing, private capital

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

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    Frequently Asked Questions

    What is Feg's AUM?

    Feg reports approximately $23.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Feg headquartered?

    Feg is headquartered in Cincinnati, Ohio.

    What is Feg's CRD number?

    Feg's CRD number is 121658. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Feg manage?

    Feg manages approximately 218 client accounts according to its latest SEC filing.

    Is Feg SEC registered?

    Yes, Feg is registered with the SEC as an investment adviser with an approved registration status.

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