Feg

Overview

Feg is an SEC registered investment adviser based in Cincinnati, OH, registered since 2002. It reports $23.9B in assets under management across 218 accounts, with 136 employees. It has 2 investment adviser representatives.

Reported AUM

$23.9B

Discretionary

67%

Accounts

218

Average account

$109M

Employees

136

Advisory reps

2

Registered since

2002

Jurisdictions

53

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Government
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 10

• James Alan Lenahan Director, Chief Executive Officer CRD 5494481
• Rebecca Sue Wood President, Chief Executive Officer & Director CRD 2144145
• William George Goslee Director, President CRD 2671834

7 more executive officers, with direct contact details

Advisory reps 2 of 2

• Alan L Bergin Investment Adviser Rep CRD 5243872
• Peter Raymond Salvator Investment Adviser Rep CRD 2239137

Location

Headquarters

201 E 5th St Ste 1600
Cincinnati, OH 45202

County

Hamilton

Metro area

Cincinnati, OH-KY-IN

Region

Midwest

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: feg.com

Every state, with registration dates

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