This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$101MItem 5.F on the latest filing (2026-06-12); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$100M

Private client RAUM

$94.1MderivedItem 5.D individuals plus high net worth individuals

Private client share

93%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$50.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

542

Individual clients

244

High net worth clients

26

SEC number

801-136510

CRD

149172

Filings on the tape

1

First filed

Jun 12, 2026

Latest filed

Jun 12, 2026

Organised

Corporation, TN

Website

fuerstfinancialgroup.com

• Occurred

  Aug 30, 2023
  Advisor changed firm

  Steven M Fuerst left Fuerst Financial Group, Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-09-14)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:52c2e1d2-e081-bef3-2862-84851b08e0b6

First observed

Jun 12, 2026

Last observed

Jun 12, 2026 3 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.