← Directory
FUERST FINANCIAL GROUP, INC.
CRD 149172File 801-136510
APPROVED
Retail clients
Filing as of Jun 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$100.9M
Bottom 25% of cohort (national)
Discretionary AUM
$100.1M
Non-discretionary $825K
Clients
276
542 accounts
Employees
2
Bottom 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 15, 2026
- Principal office
- 6005 CENTURY OAKS DRIVE, SUITE 700, CHATTANOOGA, TN, 37416
- Phone
- 423-899-8555
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $100.9M
- Discretionary AUM
- $100.1M
- Non-discretionary AUM
- $825K
- Discretionary accounts
- 493
- Non-discretionary accounts
- 49
- Total accounts
- 542
- AUM per client
- $366K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 6 | $6.0M |
| High net worth individuals | 26 | $47.0M |
| Individuals (other than high net worth individuals) | 244 | $47.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 325 | 276 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.