FCG Investment Company
Firm details
- Headquarters
- Germantown, Tennessee
- CRD number
- 308192
- Registered since
- April 13, 2020
- Website
- fcgtn.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans49.4%
- HNWI33.53%
- Individuals17.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
FCG Investment Company operates as an independent, partnership-structured registered investment adviser that began SEC registration in 2020. The firm serves both individual and family clients as well as institutional mandates, and it bills using a mix of percentage-of-assets and fixed fees. Its advisory menu includes financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. FCG reports no active ESG investing program and is not set up as a capital allocator; it also identifies affiliations with accountants, law firms, insurance companies and pension consultants.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities31%
- US Government Bonds2%
- Investment Grade Corp Bonds1%
Contacts
3 of 11
Jeremy Plyler
PartnerCRD 6307009
Michael Thompson
Director of OperationsCRD 6562077
Dennis Plyler
OwnerCRD 2951701
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 86Active vs passive
$208M in ETFs
62%
$129M
35%
$78.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $16.8M | 22,487 | 8.09% |
Location
Germantown, TN
Shelby
Location
Germantown, TN
Headquartered in Germantown, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- Shelby
- Address
- 9040 Gdn Arbor Dr
- Time zone
- CT (UTC-6)
- Office locations
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