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Firm profile

Fuerst Financial Group, Inc..

CHATTANOOGA, TNCRD 149172Registration Status: ApprovedEffective since June 15, 2026Latest ADV June 12, 2026

Fuerst Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chattanooga, TN. Its latest Form ADV filing, dated June 12, 2026, reports $101M in regulatory assets under management, 2 employees, and 542 accounts.

Assets Under Management
$101M
Employees
2
Offices
--
Total Clients
325
Primary office
CHATTANOOGA, TN
6005 CENTURY OAKS DRIVE, SUITE 700, CHATTANOOGA, TN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOKevin M. Fuerst

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 75.1% of total clients.
Top client categories% of clientsClients
1
Individuals
75.1%
244
2
REITS
15.1%
49
3
HNWI
8.0%
26
4
Charitable
1.8%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$101Mas of June 12, 2026
Discretionary99.2%
$100M
99% of total RAUM99.2%
Non-discretionary0.8%
$825K
1% of total RAUM0.8%
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$101M
Total Accounts542
10Y AUM Change—

Employee Growth by Quarter

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

Total Employees2
Clients per Employee163:1
10Y Employee Change—

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.