{
  "crd_number": 281516,
  "slug": "feg-investment-services-llc-cincinnati-oh-281516",
  "primary_business_name": "FEG INVESTMENT SERVICES, LLC",
  "legal_name": "FEG INVESTMENT SERVICES, LLC",
  "dbas": [],
  "city": "Cincinnati",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17140",
  "metro": {
    "cbsa_code": "17140",
    "common_name": "Cincinnati",
    "msa_name": "Cincinnati, OH-KY-IN",
    "path": "/advisors/oh/cincinnati"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-11-18",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 2230684322.0,
  "raum_discretionary": 2230684322.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 13,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 2230684322.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "OH"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281516",
  "city_as_filed": "CINCINNATI",
  "url": "https://advisorcensus.com/firm/feg-investment-services-llc-cincinnati-oh-281516",
  "display_name": "FEG Investment Services, LLC",
  "summary": "FEG Investment Services, LLC is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. FEG Investment Services, LLC (CRD 281516): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is FEG Investment Services, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), FEG Investment Services, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is FEG Investment Services, LLC located?",
      "a": "FEG Investment Services, LLC's principal office is in Cincinnati, OH, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is FEG Investment Services, LLC registered with the SEC or a state?",
      "a": "FEG Investment Services, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 281516."
    },
    {
      "q": "How much does FEG Investment Services, LLC manage?",
      "a": "FEG Investment Services, LLC reports $2,230,684,322 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have FEG Investment Services, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for FEG Investment Services, LLC: Regulatory assets under management: $2,891,799,668 in the October 2021 data and $2,230,684,322 in the October 2026 data, down 23%. Total employees: 16 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does FEG Investment Services, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does FEG Investment Services, LLC report any disciplinary disclosures?",
      "a": "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/281516"
    },
    {
      "q": "Does FEG Investment Services, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 says: \"The minimum investment into the Fund is $1 million, subject to waiver by the Manager.\""
    },
    {
      "q": "What changed in FEG Investment Services, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 6 to 5. Regulatory assets under management went from $1,869,509,012 to $2,230,684,322 (+19%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2891799668.0,
      "total_employees": 16,
      "filing_date": "2021-07-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2588508497.0,
      "total_employees": 14,
      "filing_date": "2022-05-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1845267040.0,
      "total_employees": 14,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1858677510.0,
      "total_employees": 15,
      "filing_date": "2024-04-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1869509012.0,
      "total_employees": 15,
      "filing_date": "2025-05-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2230684322.0,
      "total_employees": 13,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 5.",
        "Regulatory assets under management went from $1,869,509,012 to $2,230,684,322 (+19%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The minimum investment into the Fund is $1 million, subject to waiver by the Manager."
        ]
      }
    ],
    "quotes": [
      "The minimum investment into the Fund is $1 million, subject to waiver by the Manager."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/feg-investment-services-llc-cincinnati-oh-281516.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 2230684322.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281516",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}