← Tributary

FRAZEE INVESTMENT CONSULTING, INC.

MEMPHIS, TN · CRD 123662 · IAPD ↗ · frazeeinvestment.com · 901-779-3940

$195.5MRegulatory AUM
2Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2026 — FRAZEE INVESTMENT CONSULTING, INC. now reports custody of client assets ($14.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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