# FEG Curio Investment Partners, LLC

> FEG Curio Investment Partners, LLC is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 323497
- Filed as: FEG CURIO INVESTMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323497
- AdvisorCensus page: https://advisorcensus.com/firm/feg-curio-investment-partners-llc-cincinnati-oh-323497

## Quick answers

**How is FEG Curio Investment Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), FEG Curio Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is FEG Curio Investment Partners, LLC located?**
FEG Curio Investment Partners, LLC's principal office is in Cincinnati, OH, according to its Form ADV.

**Is FEG Curio Investment Partners, LLC registered with the SEC or a state?**
FEG Curio Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323497.

**How much does FEG Curio Investment Partners, LLC manage?**
FEG Curio Investment Partners, LLC reports $195,280,839 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (100% discretionary).

**How have FEG Curio Investment Partners, LLC's assets and staff changed since 2023?**
In the Form ADV data for FEG Curio Investment Partners, LLC: Regulatory assets under management: $2 in the October 2023 data and $195,280,839 in the October 2026 data, up 9764041850%. Total employees: 11 in October 2023 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does FEG Curio Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does FEG Curio Investment Partners, LLC use?**
FEG Curio Investment Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does FEG Curio Investment Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323497

**What changed in FEG Curio Investment Partners, LLC's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $195,280,839
- Discretionary: $195,280,839
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $2,817,021 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $189,534,369 |
| Charitable organizations | Fewer than 5 | $691,934 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $2,237,515 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 17 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- feg.com/curio

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $2 | 11 | August 24, 2023 |
| October 2024 | $14,464,530 | 13 | July 8, 2024 |
| October 2025 | $138,290,032 | 14 | June 6, 2025 |
| October 2026 | $195,280,839 | 17 | July 31, 2026 |

Regulatory assets under management: $2 in the October 2023 data and $195,280,839 in the October 2026 data, up 9764041850%.
Total employees: 11 in October 2023 and 17 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 6 to 5.
- Regulatory assets under management went from $138,290,032 to $195,280,839 (+41%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FEG Curio Investment Partners, LLC (CRD 323497): Form ADV filing data as of October 2026.