RIA Intel›Advisers›Tennessee›FCG INVESTMENT COMPANY

FCG INVESTMENT COMPANY

Advisory

N·GERMANTOWN, TN

Data as of Feb 2, 2026 · Source: SEC Form ADV

Total AUM

$568M

1-Year AUM Growth

-5.2%

3-Year CAGR

+5.6%

Employees

10

Assets Under Management

Total AUM$568M

Discretionary AUM$44M

Non-Discretionary AUM$525M

Discretionary %55.7%

Total Clients288

Team

Total Employees10

Investment Advisers10

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record34

First FilingMar 13, 2020

Latest FilingFeb 2, 2026

🔒 Full AUM trend chart and 34 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FCG INVESTMENT COMPANY

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.