SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Feg
Cincinnati, OH
Fund Evaluation Group, LLC, CRD 121658
Firm filing updated March 31, 2026 ·
- $23.9BAssets
- 74Advisory staff
- 218Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Charities164
- Individuals30
- High net worth individuals15
- State or municipal government entities (including government pension plans)5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 30 | $8.3 million |
| High net worth individuals | 15 | $162.7 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $65.7 million |
| Charitable organizations | 164 | $19.3 billion |
| State or municipal government entities (including government pension plans) | 5 | $154.2 million |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $4.1 billion |
| Corporations or other businesses not listed above | Fewer than 5 clients | $35.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
See all 5 services
- Selection of other advisors (including private fund managers)
- Other: "RESEARCH SERVICES"
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Other: "RESEARCH SERVICES"
Assets and accounts
- Regulatory assets$23.9 billion
- Accounts218
- Discretionary$16.0 billion · 150 accounts
- Non-discretionary$7.9 billion · 68 accounts
People
- Employees136
- Advisory staff74
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Fund Evaluation Group, LLC SEC-registered investment advisor. CRD 121658, SEC file 801-61324.
- Registered with the SEC as an investment advisor (status date on record: June 30, 2002).
Is Feg a fiduciary?
Short answer: Feg is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.