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| FCG Investment Company
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|---|---|
| CRD # | 308192 |
| SEC # | 801-118437 |
| CIK # | 0002011697 |
| AUM | 568.2 M (2026-02-03) |
| Employees | 10 (100% Investors, 0% Brokers) |
| Phone | 901-309-2681 |
| Address | 9040 Garden Arbor Dr Germantown, TN 38138 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 19.0 | ||
| Apple Inc | 15.7 | ||
| Alphabet Inc | 15.6 | ||
| Microsoft Corp | 12.9 | ||
| Amazon Com Inc | 11.8 | ||
| Broadcom Inc | 8.5 | ||
| Micron Technology Inc | 7.8 | ||
| Huntington Bancshares Inc/MD | 6.7 | ||
| J P Morgan Chase & Co | 5.4 | ||
| Facebook Inc | 4.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 244 | 97.0 |
| (b) Individuals (high net worth individuals) | 50 | 190.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 57 | 280.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 442 | 568.2 |
| By Discretionary | ||
| Discretionary | 96 | 285.2 |
| Non-Discretionary | 346 | 283.0 |
| Total | 442 | 568.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 568.2 | |
| Total | 442 | 568.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011697] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gilliland Jeter Wealth Management LLC
✚
|
AR | 569.1 M |
|
Act Wealth Management LLC
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TX | 568.8 M |
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CT | 568.7 M |
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BR Capital Advisors LLC
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|
Scissortail Wealth Management LLC
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Seed Planning Group LLC
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|
Liberty Square Wealth Partners LLC
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PA | 567.8 M |
|
Mascoma Wealth Management LLC
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|
NH | 567.8 M |
|
Prentice Wealth Management LLC
✚
|
NY | 567.5 M |
|
FFG Partners LLC
✚
|
FL | 567.4 M |