Fuerst Financial Group, Inc.

RIASEC RegisteredEst. 2026

Total AUM

$101M

Discretionary

$100M

99% of AUM

Avg account

$186K

Accounts

542

Employees

Advisory reps

Firm details

Headquarters: Chattanooga, Tennessee
CRD number: 149172
Registered since: June 15, 2026
Website: www.growkeepleave.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals46.64%
HNWI46.63%
Charitable Organizations5.92%
Other0.82%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fuerst Financial Group, Inc. is an independent, SEC-registered registered investment adviser that operates as a capital allocator for both individuals/families and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, selection of other advisers, and runs educational seminars and workshops. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The adviser does not position itself as an active ESG investor and is organized as an individual-owned corporation; it reports being SEC-registered in 2026.