{
  "crd_number": 149172,
  "slug": "fuerst-financial-group-inc-chattanooga-tn-149172",
  "primary_business_name": "FUERST FINANCIAL GROUP, INC.",
  "legal_name": "FUERST FINANCIAL GROUP, INC.",
  "dbas": [],
  "city": "Chattanooga",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "16860",
  "metro": {
    "cbsa_code": "16860",
    "common_name": "Chattanooga",
    "msa_name": "Chattanooga, TN-GA",
    "path": "/advisors/tn/chattanooga"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-06-15",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-06-12",
  "carried_forward": false,
  "raum_total": 100887398.0,
  "raum_discretionary": 100061974.0,
  "raum_non_discretionary": 825424.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 825424.0,
      "count": 49,
      "description": "REITS"
    },
    "charitable": {
      "raum": 5970816.0,
      "count": 6
    },
    "individuals": {
      "raum": 47051693.0,
      "count": 244
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 47039465.0,
      "count": 26
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TN"
  ],
  "websites": [
    "https://facebook.com/fuerstfinancialgroup",
    "https://fuerstfinancialgroup.com",
    "https://growkeepleave.com",
    "https://linkedin.com/in/fuerstfinancialgroup"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/149172",
  "city_as_filed": "CHATTANOOGA",
  "url": "https://advisorcensus.com/firm/fuerst-financial-group-inc-chattanooga-tn-149172",
  "display_name": "Fuerst Financial Group, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Fuerst Financial Group, Inc. (CRD 149172): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Fuerst Financial Group, Inc. compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Fuerst Financial Group, Inc. charge?",
      "a": "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); Flat fee: $500 to $25,000 (planning services); Hourly rate: $250 to $500 an hour (planning services for an adviser). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Fuerst Financial Group, Inc. located?",
      "a": "Fuerst Financial Group, Inc.'s principal office is in Chattanooga, TN, according to its Form ADV."
    },
    {
      "q": "Is Fuerst Financial Group, Inc. registered with the SEC or a state?",
      "a": "Fuerst Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 149172."
    },
    {
      "q": "How much does Fuerst Financial Group, Inc. manage?",
      "a": "Fuerst Financial Group, Inc. reports $100,887,398 in regulatory assets under management in its Form ADV filing dated June 12, 2026 (99% discretionary)."
    },
    {
      "q": "What types of clients does Fuerst Financial Group, Inc. serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Fuerst Financial Group, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does Fuerst Financial Group, Inc. 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/149172"
    },
    {
      "q": "Does Fuerst Financial Group, Inc. state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Fuerst Financial Group, Inc.'s recent Form ADV filings?",
      "a": "In the July 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 15, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": "$750,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 to $25,000 (planning services)",
      "Hourly rate: $250 to $500 an hour (planning services for an adviser)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Our maximum investment advisory fee is 1.50%, or we may negotiate a lower advisory fee."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $750,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We have a minimum initial household value for opening accounts of $750,000. In certain cases, we may waive or negotiate the minimum."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $25,000 (planning services)"
        ],
        "quotes": [
          "Flat fees for planning services will typically range from $500.00 to $25,000.00."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 to $500 an hour (planning services for an adviser)"
        ],
        "quotes": [
          "Our hourly rates vary between $250.00 and $500.00 for an adviser and $125 and $175 for an assistant."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.5,
      "account_minimum": 750000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 25000.0,
          "period": "one_time",
          "service": "planning services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 250.0,
          "max": 500.0,
          "period": "hour",
          "service": "planning services for an adviser"
        }
      ]
    },
    "quotes": [
      "Our maximum investment advisory fee is 1.50%, or we may negotiate a lower advisory fee.",
      "We have a minimum initial household value for opening accounts of $750,000. In certain cases, we may waive or negotiate the minimum.",
      "Flat fees for planning services will typically range from $500.00 to $25,000.00.",
      "Our hourly rates vary between $250.00 and $500.00 for an adviser and $125 and $175 for an assistant."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "SEI",
      "name_as_filed": "SEI",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/fuerst-financial-group-inc-chattanooga-tn-149172.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 244,
      "fewer_than_5": false,
      "raum": 47051693.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 26,
      "fewer_than_5": false,
      "raum": 47039465.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 5970816.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 49,
      "fewer_than_5": false,
      "raum": 825424.0
    }
  ],
  "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/149172",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}