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| Fund Evaluation Group LLC
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|---|---|
| CRD # | 121658 |
| SEC # | 801-61324 |
| CIK # | 0001356249 |
| AUM | 23.86 B (2026-03-31) |
| Employees | 136 (54% Investors, 0% Brokers) |
| Phone | 513-977-4400 |
| Address | 201 East Fifth Street Cincinnati, OH 45202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 0.0 |
| (b) Individuals (high net worth individuals) | 15 | 0.2 |
| (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 | 0 | 0.1 |
| (h) Charitable organizations | 164 | 19.3 |
| (i) State or municipal government entities | 5 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 4.1 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 218 | 23.9 |
| By Discretionary | ||
| Discretionary | 150 | 16.0 |
| Non-Discretionary | 68 | 7.9 |
| Total | 218 | 23.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 23.9 | |
| Total | 218 | 23.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001356249] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.7B |
| Clients | 134 |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Fund Evaluation Group LLC
✚
|
OH | 23.86 B |
|
FEG Investment Services LLC
✚
|
OH | 2,230.7 M |
|
FEG Private Investors LLC
✚
|
OH | 1,469.2 M |
|
FEG Investors LLC
✚
|
OH |
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|
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|
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|
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|
Johnson Investment Counsel Inc
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