FEG
Firm details
- Headquarters
- CINCINNATI, Ohio
- CRD number
- 121658
- Registered since
- June 30, 2002
- Website
- www.feg.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Charitable Organizations80.86%
- Sovereign Wealth Funds17.35%
- HNWI0.68%
- State / Municipal Government0.65%
- Pension & Profit Sharing Plans0.28%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
FEG operates as a privately held limited liability company that has been SEC-registered since 2002. The firm acts as a capital allocator for both individual/family and institutional clients, offering portfolio management for individuals/small businesses and for businesses or institutions. Its advisory scope also includes pension consulting and the selection of third‑party advisers. Fee arrangements vary across percentage of AUM, fixed fees, and performance-based structures. FEG does not identify as an active ESG investor. FEG has industry roles beyond pure advisory work: it lists affiliations as an investment adviser, a CPO/CTA, and a sponsor/GP or managing member of pooled investment vehicles, indicating it can act as both allocator and sponsor for pooled strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Private Funds35%
- Public Funds/Mutual Funds33%
- Exchange Traded Equities22%
- Cash & Cash Equivalents5%
- US Government Bonds3%
Owners & executives
3 of 4JULIE THOMAS
Chief Compliance OfficerCRD 5835243
JAMES LENAHAN
Chief Executive OfficerCRD 5494481
ROBERT JENNINGS
Chief Operating OfficerCRD 2263389
Contacts
3 of 8GIANNA TREMOULIS
General CounselCRD 7348202
NOLAN BEAN
Head of Portfolio ManagementCRD 4559128
ALAN BERGIN
Senior Vice PresidentCRD 5243872
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$3.3B in ETFs
99%
$3.3B
1%
$19.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $1.1B | 1,701,915 | 33.55% |
Location
CINCINNATI, OH
HAMILTON
Location
CINCINNATI, OH
Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 201 E 5th St
- Time zone
- ET (UTC-5)
- Office locations
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