GERMANTOWN, TNCRD 308192Latest ADV February 3, 2026
Fcg Investment Company is an SEC registered investment adviser organized as a partnership with a primary office location in Germantown, TN. Its latest Form ADV filing, dated February 3, 2026, reports $568M in regulatory assets under management, 10 employees, and 442 accounts.
Assets Under Management
$568M
Employees
10
Offices
--
Total Clients
351
Primary office
GERMANTOWN, TN
9040 GARDEN ARBOR DR, STE 206, GERMANTOWN, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.5% of total clients.
Top client categories% of clientsClients
1
Individuals
69.5%
244
2
Pension Plans
16.2%
57
3
HNWI
14.2%
50
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$568Mas of February 3, 2026
Discretionary50.2%
$285M
50% of total RAUM50.2%
Non-discretionary49.8%
$283M
50% of total RAUM49.8%
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$568M
Total Accounts442
10Y AUM Change+$568M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee35:1
10Y Employee Change+3 (+42.9%)
* 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.