RIA Intel›Advisers›Ohio›FUND EVALUATION GROUP, LLC

FUND EVALUATION GROUP, LLC

Advisory

N·CINCINNATI, OH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$23.9B
1-Year AUM Growth
+3.6%
3-Year CAGR
+3.1%
Employees
74
Assets Under Management
Total AUM$23.9B
Discretionary AUM$16.0B
Non-Discretionary AUM$7.9B
Discretionary %67%
Total Clients188
Team
Total Employees74
Investment Advisers136
Employee Growth (1Y)+5.8%
Filing History
Total Filings on Record63
First FilingJul 12, 2002
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 63 historical filings spanning 24+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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