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Firm profile

Feg

CINCINNATI, OHCRD 121658Latest ADV March 31, 2026

Feg is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated March 31, 2026, reports $23.9B in regulatory assets under management, 136 employees, 2 offices, and 218 accounts.

Assets Under Management
$23.9B
Employees
136
Offices
2 offices
Total Clients
214
Primary office
CINCINNATI, OH
201 EAST FIFTH STREET, SUITE 1600, CINCINNATI, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOJames A. Lenahan
CCOJulie T. Thomas
CFOKurt Krebs

Advisory services offered

5 types reported
Other advisory services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentCharitable represent 76.6% of total clients.
Top client categories% of clientsClients
1
Charitable
76.6%
164
2
Individuals
14.0%
30
3
HNWI
7.0%
15
4
Government
2.3%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Sovereign wealth funds and foreign official institutions<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$23.9Bas of March 31, 2026
Discretionary67.0%
$16.0B
67% of total RAUM67.0%
Non-discretionary33.0%
$7.9B
33% of total RAUM33.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$23.9B
Total Accounts218
10Y AUM Change+$13.3B (+126.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees136
Clients per Employee2:1
10Y Employee Change-2 (-1.4%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.