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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 10b 100b

FEG

FUND EVALUATION GROUP, LLC, CRD 121658

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d1e7e303-22af-a834-6032-014d2a5421ca

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 29
Dated events: 7
On other graphs: 1
Observed: Jan 9, 2012 to Mar 31, 2026
35 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Feg

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.01 fund_share=0.0 institutional_share=0.99 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $24BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $16B
Private client RAUM: $171MderivedItem 5.D individuals plus high net worth individuals
Private client share: 1%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $12Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 136
Advisory employees: 74
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 218
Individual clients: 30
High net worth clients: 15
Custody, client assets: $12B
SEC number: 801-61324
CRD: 121658
Filings on the tape: 35
First filed: Jan 9, 2012
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PETER RAYMOND SALVATOR	n/a	CINCINNATI, OH	12	20	2	no
ALAN L BERGIN	Chartered Financial Analyst	Dallas, TX	9	22	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ARGENT TRUST COMPANY	ARGENT IS THE TRUSTEE OF FUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP TRUST	F	yes	09/2017	Oct 13, 2017	Mar 28, 2024
BEAN, NOLAN, MICHAEL	DIRECTOR, CHIEF INVESTMENT OFFICER & HEAD OF PORTFOLIO MANAGEMENT	Na	yes	10/2011	Jan 9, 2012	Mar 28, 2024
FASIG, SUSAN, ELIZABETH	DIRECTOR & HEAD OF PRIVATE CAPITAL	Na	yes	09/2005	Jan 9, 2012	Mar 28, 2024
FUND EVALUATION GROUP 2017, INC.	HOLDING COMPANY FOR FUND EVALUATION GROUP, LLC.	E	yes	09/2017	Oct 13, 2017	Mar 28, 2024
FUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP TRUST	THIS TRUST OWNS 100% OF FUND EVALUATION GROUP 2017, INC.	E	yes	09/2017	Jul 1, 2021	Mar 28, 2024
GOSLEE, WILLIAM, GEORGE	DIRECTOR, PRESIDENT	Na	yes	01/2024	Jan 9, 2012	Mar 28, 2024
HERREMA, DONALD, JAMES	INDEPENDENT DIRECTOR	Na	yes	09/2017	Oct 13, 2017	Mar 28, 2024
HOPKINS, STEPHEN, HENRY	INDEPENDENT DIRECTOR	Na	yes	09/2017	Oct 13, 2017	Mar 28, 2024
JENNINGS, ROBERT, DANIEL	CHIEF OPERATING OFFICER	Na	yes	01/2018	Jan 9, 2012	Mar 28, 2024
KREBS, KURT	CHIEF FINANCIAL OFFICER & TREASURER	Na	yes	10/2022	Mar 29, 2023	Mar 28, 2024
LABMEIER, JOHN, FRANCIS	GENERAL COUNSEL & SECRETARY	Na	yes	01/2012	Mar 28, 2013	Mar 28, 2024
LENAHAN, JAMES, ALAN	DIRECTOR, CHIEF EXECUTIVE OFFICER	Na	yes	01/2024	Jan 9, 2012	Mar 28, 2024
PRICE, GARY, RICHARD	DIRECTOR & MANAGING DIRECTOR OF INSTITUTIONAL SERVICES	Na	yes	09/2005	Jan 9, 2012	Mar 28, 2024
STONECIPHER, MICHAEL, CURTIS	Director	Na	yes	09/2005	Jan 9, 2012	Mar 28, 2024
THOMAS, JULIE, TRONDLE	CHIEF COMPLIANCE OFFICER	Na	yes	11/2015	Mar 30, 2016	Mar 28, 2024
WOOD, REBECCA, SUE	NON-EXECUTIVE CHAIR	Na	yes	01/2024	Jan 9, 2012	Mar 28, 2024
TREMOULIS, GIANNA, B.	ASSISTANT SECRETARY	Na	no	11/2020	Mar 29, 2021	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FEG INVESTMENT SERVICES, LLC	n/a	Asset manager	$2.2B	Y	yes	n/a
FEG PRIVATE INVESTORS, LLC	n/a	Asset manager	$1.5B	Y	yes	n/a
FEG CURIO INVESTMENT PARTNERS, LLC	n/a	Asset manager	$195M	Y	yes	n/a
CURIO SELECT GP, LLC	n/a	n/a	n/a	Y	yes	n/a
FEG POF II, LLC	n/a	n/a	n/a	Y	yes	n/a
FEG POF, LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Dallas	TX	United States	6	no
Indianapolis	In	United States	4	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$24B	$16B	136	74	2	n/a	n/a
2024	Mar 28, 2025	$21B	$14B	130	73	2	n/a	n/a
2023	Mar 28, 2024	$20B	$11B	133	69	2	n/a	n/a
2022	Mar 29, 2023	$17B	$9.1B	130	75	2	n/a	n/a
2021	Mar 30, 2022	$19B	$9.6B	120	65	2	n/a	n/a
2020	Mar 29, 2021	$15B	$7.7B	128	72	2	n/a	n/a
2019	Mar 26, 2020	$15B	$5.4B	127	67	2	n/a	n/a
2018	Mar 28, 2019	$12B	$4.3B	128	70	2	n/a	n/a
2017	Mar 28, 2018	$13B	$4.2B	128	86	3	n/a	n/a
2016	Mar 30, 2017	$11B	$2.5B	138	88	n/a	n/a	n/a
2015	Mar 30, 2016	$5.7B	$2.7B	119	81	n/a	n/a	n/a
2014	Mar 26, 2015	$5.0B	$2.6B	112	80	n/a	n/a	n/a
2013	Mar 28, 2014	$3.3B	$2.5B	85	80	n/a	n/a	n/a
2012	Mar 28, 2013	$2.0B	$2.0B	85	75	n/a	n/a	n/a
2011	Mar 30, 2012	$1.8B	$1.8B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$24B	$21B	16.0%	$17B	12.8%	136	130	2	2

Relationships

Affiliated with (7)

← FEG CURIO INVESTMENT PARTNERS, LLCRegistered adviserother investment adviser, LP sponsor, control, common control
factForm ADV
→ FEG PRIVATE INVESTORS, LLCRegistered adviserother investment adviser, bank, control, common control
factForm ADV
→ FEG INVESTMENT SERVICES, LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, control, common control
factForm ADV
→ FEG CURIO INVESTMENT PARTNERS, LLCRegistered adviserother investment adviser, bank, control, common control
factForm ADV
← FEG INVESTMENT SERVICES, LLCRegistered adviserother investment adviser, LP sponsor, control, common control
factForm ADV
← FEG PRIVATE INVESTORS, LLCRegistered adviserother investment adviser, LP sponsor, control, common control
factForm ADV
← FEG INVESTORS, LLCRegistered adviserother investment adviser, LP sponsor, control, common control
factForm ADV

Registered with (5)

← ALAN L BERGINAdvisorregistration: current employment
Feb 10, 2017 to presentfactForm ADV
← PETER RAYMOND SALVATORAdvisorregistration: current employment
Jul 23, 2014 to presentfactForm ADV
← CHRISTOPHER MARTIN MEYERAdvisorregistration: previous registration
Jul 31, 2002 to Apr 4, 2017factForm ADV
← KEITH HOMER LUMAdvisorregistration: previous registration
Jul 31, 2002 to Aug 4, 2004factForm ADV
← Richard James PerryAdvisorregistration: previous registration
Jul 31, 2002 to Aug 12, 2003factForm ADV

Controls (16)

← LABMEIER, JOHN, FRANCISOwnerGENERAL COUNSEL & SECRETARY, ownership code NA, individual
Mar 28, 2013 to Mar 28, 2024factForm ADV
← WOOD, REBECCA, SUEOwnerNON-EXECUTIVE CHAIR, ownership code NA, individual
Jan 9, 2012 to Mar 28, 2024factForm ADV
← JENNINGS, ROBERT, DANIELOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Jan 9, 2012 to Mar 28, 2024factForm ADV
← HERREMA, DONALD, JAMESOwnerINDEPENDENT DIRECTOR, ownership code NA, individual
Oct 13, 2017 to Mar 28, 2024factForm ADV
← PRICE, GARY, RICHARDOwnerDIRECTOR & MANAGING DIRECTOR OF INSTITUTIONAL SERVICES, ownership code NA, individual
Jan 9, 2012 to Mar 28, 2024factForm ADV
← GOSLEE, WILLIAM, GEORGEOwnerDIRECTOR, PRESIDENT, ownership code NA, individual
Jan 9, 2012 to Mar 28, 2024factForm ADV
← STONECIPHER, MICHAEL, CURTISOwnerDIRECTOR, ownership code NA, individual
Jan 9, 2012 to Mar 28, 2024factForm ADV
← BEAN, NOLAN, MICHAELOwnerDIRECTOR, CHIEF INVESTMENT OFFICER & HEAD OF PORTFOLIO MANAGEMENT, ownership code NA, individual
Jan 9, 2012 to Mar 28, 2024factForm ADV
← HOPKINS, STEPHEN, HENRYOwnerINDEPENDENT DIRECTOR, ownership code NA, individual
Oct 13, 2017 to Mar 28, 2024factForm ADV
← FASIG, SUSAN, ELIZABETHOwnerDIRECTOR & HEAD OF PRIVATE CAPITAL, ownership code NA, individual
Jan 9, 2012 to Mar 28, 2024factForm ADV
← LENAHAN, JAMES, ALANOwnerDIRECTOR, CHIEF EXECUTIVE OFFICER, ownership code NA, individual
Jan 9, 2012 to Mar 28, 2024factForm ADV
← THOMAS, JULIE, TRONDLEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2016 to Mar 28, 2024factForm ADV
← KREBS, KURTOwnerCHIEF FINANCIAL OFFICER & TREASURER, ownership code NA, individual
Mar 29, 2023 to Mar 28, 2024factForm ADV
← ARGENT TRUST COMPANYOwnerARGENT IS THE TRUSTEE OF FUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP TRUST, ownership code F, domestic entity
Oct 13, 2017 to Mar 28, 2024factForm ADV
← FUND EVALUATION GROUP 2017, INC.OwnerHOLDING COMPANY FOR FUND EVALUATION GROUP, LLC., ownership code E, domestic entity
Oct 13, 2017 to Mar 28, 2024factForm ADV
← FUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP TRUSTOwnerTHIS TRUST OWNS 100% OF FUND EVALUATION GROUP 2017, INC., ownership code E, domestic entity
Jul 1, 2021 to Mar 28, 2024factForm ADV

Owns (1)

← TREMOULIS, GIANNA, B.OwnerASSISTANT SECRETARY, ownership code NA, individual
Mar 29, 2021 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 28, 2024
Control person joined
Alan James Lenahan (Director, Chief Executive Officer) appeared on Schedule A of Feg
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Control person joined
George William Goslee (Director, President) appeared on Schedule A of Feg
Form ADVobserved 6 days ago
Occurred
Mar 29, 2023
Control person left
Thayer Mary Bascom (Acting Chief Financial Officer) no longer on Schedule A of Feg (listed 2022-03-30, absent 2023-03-29)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2023
Control person joined
Kurt Krebs (Chief Financial Officer & Treasurer) appeared on Schedule A of Feg
Form ADVobserved 6 days ago
Occurred
Mar 26, 2020
Regulatory AUM changed
Feg reported RAUM $15.0B, up 27% from $11.8B (2019-03-28 to 2020-03-26)
Form ADVobserved 6 days ago
$3.2B
Occurred
Jan 15, 2019
Control person joined
Sue Rebecca Wood (President/ Ceo & Director) appeared on Schedule A of Feg
Form ADVobserved 6 days ago
Occurred
Jan 15, 2019
Control person left
Brian Scott Harsh (Managing Member/President/Ceo & Director) no longer on Schedule A of Feg (listed 2018-06-26, absent 2019-01-15)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d1e7e303-22af-a834-6032-014d2a5421ca
First observed: Jan 9, 2012
Last observed: Mar 31, 2026 5 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.

FEG

FUND EVALUATION GROUP, LLC, CRD 121658

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d1e7e303-22af-a834-6032-014d2a5421ca

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:10 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PETER RAYMOND SALVATOR

n/a

CINCINNATI, OH

ALAN L BERGIN

Chartered Financial Analyst

Dallas, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ARGENT TRUST COMPANY

ARGENT IS THE TRUSTEE OF FUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP TRUST

yes

09/2017

Oct 13, 2017

Mar 28, 2024

BEAN, NOLAN, MICHAEL

DIRECTOR, CHIEF INVESTMENT OFFICER & HEAD OF PORTFOLIO MANAGEMENT

yes

10/2011

Jan 9, 2012

Mar 28, 2024

FASIG, SUSAN, ELIZABETH

DIRECTOR & HEAD OF PRIVATE CAPITAL

yes

09/2005

Jan 9, 2012

Mar 28, 2024

FUND EVALUATION GROUP 2017, INC.

HOLDING COMPANY FOR FUND EVALUATION GROUP, LLC.

yes

09/2017

Oct 13, 2017

Mar 28, 2024

FUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP TRUST

THIS TRUST OWNS 100% OF FUND EVALUATION GROUP 2017, INC.

yes

09/2017

Jul 1, 2021

Mar 28, 2024

GOSLEE, WILLIAM, GEORGE

DIRECTOR, PRESIDENT

yes

01/2024

Jan 9, 2012

Mar 28, 2024

HERREMA, DONALD, JAMES

INDEPENDENT DIRECTOR

yes

09/2017

Oct 13, 2017

Mar 28, 2024

HOPKINS, STEPHEN, HENRY

INDEPENDENT DIRECTOR

yes

09/2017

Oct 13, 2017

Mar 28, 2024

JENNINGS, ROBERT, DANIEL

CHIEF OPERATING OFFICER

yes

01/2018

Jan 9, 2012

Mar 28, 2024

KREBS, KURT

CHIEF FINANCIAL OFFICER & TREASURER

yes

10/2022

Mar 29, 2023

Mar 28, 2024

LABMEIER, JOHN, FRANCIS

GENERAL COUNSEL & SECRETARY

yes

01/2012

Mar 28, 2013

Mar 28, 2024

LENAHAN, JAMES, ALAN

DIRECTOR, CHIEF EXECUTIVE OFFICER

yes

01/2024

Jan 9, 2012

Mar 28, 2024

PRICE, GARY, RICHARD

DIRECTOR & MANAGING DIRECTOR OF INSTITUTIONAL SERVICES

yes

09/2005

Jan 9, 2012

Mar 28, 2024

STONECIPHER, MICHAEL, CURTIS

Director

yes

09/2005

Jan 9, 2012

Mar 28, 2024

THOMAS, JULIE, TRONDLE

CHIEF COMPLIANCE OFFICER

yes

11/2015

Mar 30, 2016

Mar 28, 2024

WOOD, REBECCA, SUE

NON-EXECUTIVE CHAIR

yes

01/2024

Jan 9, 2012

Mar 28, 2024

TREMOULIS, GIANNA, B.

ASSISTANT SECRETARY

11/2020

Mar 29, 2021

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FEG INVESTMENT SERVICES, LLC

n/a

Asset manager

$2.2B

yes

n/a

FEG PRIVATE INVESTORS, LLC

n/a

Asset manager

$1.5B

yes

n/a

FEG CURIO INVESTMENT PARTNERS, LLC

n/a

Asset manager

$195M

yes

n/a

CURIO SELECT GP, LLC

n/a

yes

n/a

FEG POF II, LLC

n/a

yes

n/a

FEG POF, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Dallas

United States

Indianapolis

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$24B

$16B

136

n/a

2024

Mar 28, 2025

$21B

$14B

130

n/a

2023

Mar 28, 2024

$20B

$11B

133

n/a

2022

Mar 29, 2023

$17B

$9.1B

130

n/a

2021

Mar 30, 2022

$19B

$9.6B

120

n/a

2020

Mar 29, 2021

$15B

$7.7B

128

n/a

2019

Mar 26, 2020

$15B

$5.4B

127

n/a

2018

Mar 28, 2019

$12B

$4.3B

128

n/a

2017

Mar 28, 2018

$13B

$4.2B

128

n/a

2016

Mar 30, 2017

$11B

$2.5B

138

n/a

2015

Mar 30, 2016

$5.7B

$2.7B

119

n/a

2014

Mar 26, 2015

$5.0B

$2.6B

112

n/a

2013

Mar 28, 2014

$3.3B

$2.5B

n/a

2012

Mar 28, 2013

$2.0B

n/a

2011

Mar 30, 2012

$1.8B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$24B

$21B

16.0%

$17B

12.8%

136

130