Feg Investors, LLC (Cincinnati)

Name: Feg Investors, LLC
Address: 201 East Fifth Street, Cincinnati, OH, 45202
Telephone: 513-977-4400

Feg Investors, LLC is a large advisory firm based in Cincinnati. It manages $265.38 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Ohio.

Feg Investors provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Feg Investors: assets under management

The assets under management (AUM) of Feg Investors, LLC is $265.38 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 739% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $265.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $132.69 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Feg Investors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Christopher Michael Meyer serves?

The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Christopher Michael Meyer is investment companies with 1 clients and $256.27 million of assets under management. Among the 8 most similar advisory firms, Feg Investors has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $265.38 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Feg Investors also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $50,000 for each fund.

Careers at Feg Investors, LLC

The company employs 22 people that are either part- or full-time employees. 45 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Christopher Michael Meyer has been acting as President since 1 Feb 2008. Paul Scott Keating joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Fund Evaluation Group	Member	1 Feb 2008	75% - 100%	121658
Llc Interocean Capital	Member	1 Feb 2008	Other	136887
Gregory Michael Dowling	Member & vice president	1 Feb 2008	Other	4655782
Mary Thayer Bascom	Chief financial officer & treasurer	1 Feb 2008	Other	5119581
Gary Richard Price	Executive vice president	1 Feb 2008	Other	2608840
Scott Brian Harsh	Executive vice president	1 Feb 2008	Other	2154055
James Alan Lenahan	Principal	1 Feb 2008	Other	5494481
Kenton Keller Pettit	Chief compliance officer & general counsel	1 Feb 2008	Other	1979430
Christopher Michael Meyer	President	1 Feb 2008	Other	4815275
Christopher Martin Meyer	Ceo	1 Feb 2008	Other	2590110
Scott Brian Harsh	Chief compliance officer	1 Aug 2010	Other	2154055
Maureen Kim Kiefer Goldenberg	Chief compliance officer	1 Jan 2011	Other	4211522
Anthony Louis Festa	Chief operating officer	1 Jun 2013	Other	4868456
Ryan S. Wheeler	Vice president & secretary	1 Jun 2013	Other	6218885
Ryan Scott Wheeler	Vice president & secretary	1 Jun 2013	Other	6218885
James Alan Lenahan	Member & president	1 May 2015	Other	5494481
John Francis Labmeier	General counsel and acting chief compliance officer	1 Aug 2015	Other	1229012
Julie Trondle Thomas	Chief compliance officer	1 Nov 2015	Other	5835243
Paul Scott Keating	Chief operating officer	1 Feb 2018	Other	6927873
Kevin James Conroy	Vice president and secretary	1 Feb 2018	Other	6978320

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Rege S Eisaman	Ceo	1 Nov 2005	25% - 50%	2402314
Inc. Fund Evaluation Group 2017	Holding company for fund evaluation group, llc.	1 Sep 2017	75% - 100%	82-2116824
Argent Trust Company	Argent is the trustee of fund evaluation group employee stock ownership trust, which owns 100% of fund evaluation group 2017,inc	1 Sep 2017	75% - 100%	62-1437218

Based in Cincinnati

The principal office where Feg Investors, LLC performs its advisory services is located at 201 East Fifth Street, Cincinnati, OH 45202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-977-4400 or by fax 513-977-4430. The normal business hours are 8:00 a.m.-5:00 p.m. eastern on Monday - Friday. You can find more information about the New York firm at feg.com.