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FEG

CINCINNATI, OH · CRD 121658 · IAPD ↗ · 513-977-4400

$23.86BRegulatory AUM
74Advisory reps
136Employees
134Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2024 — FEG shrank from 75 to 69 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.