Data / Investment advisers / Tennessee / FCG Investment Company
FCG Investment Company, Germantown, TN: $568 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
FCG Investment Company is an SEC registered investment adviser with its main office in Germantown, Tennessee and reports $568 million in regulatory assets under management in its Form ADV filed September 23, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 308192
- SEC file number
- 801-118437
- SEC status
- Approved, effective April 13, 2020
- Main office
- 9040 Garden Arbor Dr Ste 206, Germantown, TN 38138
- Phone
- (901) 309-2681
- Website
- fcgtn.com
- Regulatory AUM
- $568,225,701 in the Form ADV filed September 23, 2026
- Discretionary AUM
- $285,191,359
- Non discretionary AUM
- $283,034,342
- Accounts
- 442
- Employees
- 11, of which 10 give investment advice
- Form of organization
- Partnership
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- September 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 57 | $280.7 million |
| High net worth individuals | 50 | $190.5 million |
| Individuals (other than high net worth individuals) | 244 | $97 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $568.2 million | February 3, 2026 |
| December 1, 2025 | $457.9 million | October 7, 2025 |
Other advisers in Tennessee
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pharos Capital Group, LLC | Brentwood | $629.6 million | 6 | adviserinfo.sec.gov |
| 12th Street Asset Management | Nashville | $621.6 million | 1 | adviserinfo.sec.gov |
| Cogentblue | Knoxville | $606 million | Not listed | adviserinfo.sec.gov |
| Wealth Preservation Advisors, LLC | Chattanooga | $591.6 million | Not listed | adviserinfo.sec.gov |
| Brogan Financial | Knoxville | $577 million | Not listed | adviserinfo.sec.gov |
| Decker Wealth Management, LLC | Nashville | $566.2 million | Not listed | adviserinfo.sec.gov |
| Kimery Wealth Management, LLC | Memphis | $555 million | Not listed | adviserinfo.sec.gov |
| TSW II Capital Advisors, LLC | Chattanooga | $544.5 million | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Tennessee
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- FCG Investment Company on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.