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=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0

Regulatory AUM

$438MItem 5.F on the latest filing (2026-09-11); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$186M

Private client RAUM

$438MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

4

Advisory employees

4

Offices

1Schedule D 1.F, beyond the principal office

Accounts

210

Individual clients

210

SEC number

801-30304

CRD

110966

Filings on the tape

27

First filed

Mar 28, 2012

Latest filed

Sep 11, 2026

Organised

Corporation, NY

Website

fischerig.com

• Occurred

  Jul 21, 2021
  Control person left

  James Christopher Lozano (Chief Investment Officer) no longer on Schedule A of Fischer Investment Group, Inc. (listed 2020-09-25, absent 2021-07-21)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b764c238-c3e6-a445-e6cb-fd9954d53453

First observed

Mar 28, 2012

Last observed

Sep 11, 2026 8 days 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.