AdvisorCensus / Financial advisors / Tennessee / Chattanooga / Fuerst Financial Group, Inc.
Fuerst Financial Group, Inc. is an SEC-registered investment advisory firm in Chattanooga, TN, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 12, 2026.
Quick answers
From the filingHow is Fuerst Financial Group, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Fuerst Financial Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Fuerst Financial Group, Inc. charge?
Its Form ADV Part 2A brochure dated May 15, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Fuerst Financial Group, Inc. located?
Fuerst Financial Group, Inc.'s principal office is in Chattanooga, TN, according to its Form ADV.
Is Fuerst Financial Group, Inc. registered with the SEC or a state?
Fuerst Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 149172.
How much does Fuerst Financial Group, Inc. manage?
Fuerst Financial Group, Inc. reports $100,887,398 in regulatory assets under management in its Form ADV filing dated June 12, 2026 (99% discretionary).
What types of clients does Fuerst Financial Group, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (244); other (49); high net worth individuals (26).
Which custodians does Fuerst Financial Group, Inc. use?
Fuerst Financial Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI as a custodian holding 10% or more of its separately managed account assets.
Does Fuerst Financial Group, Inc. 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/149172
Does Fuerst Financial Group, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated May 15, 2026 says: "We have a minimum initial household value for opening accounts of $750,000. In certain cases, we may waive or negotiate the minimum."
What changed in Fuerst Financial Group, Inc.'s recent Form ADV filings?
In the July 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1.5% of assets a year (the maximum the brochure states)
The brochure's wording
Our maximum investment advisory fee is 1.50%, or we may negotiate a lower advisory fee.
Account minimum: $750,000 (the brochure says it may be waived or negotiated)
The brochure's wording
We have a minimum initial household value for opening accounts of $750,000. In certain cases, we may waive or negotiate the minimum.
As stated in the firm's Form ADV Part 2A brochure dated May 15, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$100,887,398 as of October 2026, filing dated June 12, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- July 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Fuerst Financial Group, Inc. (CRD 149172): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/fuerst-financial-group-inc-chattanooga-tn-149172