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FCG INVESTMENT COMPANY
CRD 308192File 801-118437
APPROVED
Retail clients
Disclosure events
Filing as of Feb 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$568.2M
Above cohort median (national)
Discretionary AUM
$285.2M
Non-discretionary $283.0M
Clients
351
442 accounts
Employees
10
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 |
|---|---|---|---|
| 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.