Fund Evaluation Group, LLC is a large advisory firm based in Cincinnati. It manages $11.82 billion of regulatory assets for 173 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Fund Evaluation Group provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and research services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fund Evaluation Group, LLC is $11.82 billion. The firm's AUM has gone down by -61% since the beginning of its operation, and $7.49 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Fund Evaluation Group, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and state or municipal government entities. The largest group of clients of Scott Brian Harsh is charitable organizations with 82 clients and $4.47 billion of assets under management. Among the 5 most similar advisory firms, Fund Evaluation Group has the highest percentage of charitable organizations out of all clients.
The amount of regulatory assets under management is $10.2 billion for 171 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Fund Evaluation Group doesn't advise any private funds.
The company employs 128 people that are either part- or full-time employees. 55 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Scott Brian Harsh has been acting as President since 1 Apr 2002. Robert Daniel Jennings joined the executive team most recently as the Chief Operating Officer.
The principal office where Fund Evaluation Group, LLC performs its advisory services is located at 201 East Fifth Street, Cincinnati, OH 45202, which is also the mailing address of the firm. An additional office of the firm is in Indianapolis, IN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 513-977-4400 or by fax 513-977-4430. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at feg.com.