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FEG INVESTMENT SERVICES, LLC
CRD 281516File 801-108644
APPROVED
Custody
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.23B
Top 25% of cohort (national)
Discretionary AUM
$2.23B
Clients
1
1 accounts
Employees
13
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 18, 2016
- Principal office
- 201 E. FIFTH ST. SUITE 1600, CINCINNATI, OH, 45202
- Phone
- (513) 977-4400
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.23B
- Discretionary AUM
- $2.23B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1
- Non-discretionary accounts
- 0
- Total accounts
- 1
- AUM per client
- $2.23B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $2.23B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 13 | decreased by2 |
| Apr 1, 2026 | AUM | $1,869,509,012 | $2,230,684,322 | increased by$361,175,310 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,868,823,332 | $1,869,509,012 | increased by$685,680 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 15 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,588,508,497 | $1,868,823,332 | decreased by$719,685,165 |
| Apr 1, 2022 | Employees | 16 | 14 | decreased by2 |
| Apr 1, 2022 | Clients | 2 | 1 | decreased by1 |
| Apr 1, 2022 | AUM | $2,891,799,668 | $2,588,508,497 | decreased by$303,291,171 |
| Apr 1, 2022 | Accounts | 2 | 1 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FEG INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FEG INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.