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
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.
Latest 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%)
* 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.