Frazee Investment Consulting, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Memphis, TN. Its latest Form ADV filing, dated February 25, 2026, reports $196M in regulatory assets under management, 3 employees, and 306 accounts.
Assets Under Management
$196M
Employees
3
Offices
--
Total Clients
110
Primary office
MEMPHIS, TN
5350 POPLAR AVENUE, SUITE 730, MEMPHIS, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.6% of total clients.
Top client categories% of clientsClients
1
Individuals
53.6%
59
2
HNWI
46.4%
51
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$196Mas of February 25, 2026
Discretionary100.0%
$196M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$196M
Total Accounts306
10Y AUM Change+$61M (+45.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee37:1
10Y Employee Change0 (0.0%)
* 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.