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FCG INVESTMENT COMPANY
CRD 308192File 801-118437
APPROVED
Retail clients
Disclosure events
Filing as of Sep 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$568.2M
Above cohort median (national)
Discretionary AUM
$285.2M
Non-discretionary $283.0M
Clients
351
442 accounts
Employees
11
Above cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Partnership
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 13, 2020
- Principal office
- 9040 GARDEN ARBOR DR, STE 206, GERMANTOWN, TN, 38138
- Phone
- 901-309-2681
- Website
- https://fcgtn.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $568.2M
- Discretionary AUM
- $285.2M
- Non-discretionary AUM
- $283.0M
- Discretionary accounts
- 96
- Non-discretionary accounts
- 346
- Total accounts
- 442
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 50 | $190.5M |
| Pension and profit sharing plans | 57 | $280.7M |
| Individuals (other than high net worth individuals) | 244 | $97.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 288 | 351 | increased by63 |
| Mar 1, 2026 | AUM | $457,898,340 | $568,225,701 | increased by$110,327,361 |
| Mar 1, 2026 | Accounts | 404 | 442 | increased by38 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 9 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 242 | 288 | increased by46 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $462,531,848 | $457,898,340 | decreased by$4,633,508 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 244 | 404 | increased by160 |
| Apr 1, 2022 | Employees | 9 | 10 | increased by1 |
| Feb 1, 2022 | Clients | 149 | 242 | increased by93 |
| Feb 1, 2022 | AUM | $353,293,981 | $462,531,848 | increased by$109,237,867 |
| Feb 1, 2022 | Accounts | 203 | 244 | increased by41 |
| 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 “FCG INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FCG 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.