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.
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 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.
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.
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.
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.