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James Lenahan

Director, Chief Executive Officer at Fund Evaluation Group

Officer record from the firm’s Form ADVForm ADV filed 31 March 2026

James Lenahan is Director, Chief Executive Officer of Fund Evaluation Group, LLC, a Cincinnati investment adviser.

Role at Fund Evaluation Group

Title on Schedule A
Director, Chief Executive Officer
Control
James Lenahan is a control person of Fund Evaluation Group.
Ownership
An individual ownership band is not available in the source record.
Tenure
James Lenahan has held the filed role since January 2024.

The firm

Fund Evaluation Group, LLC
Cincinnati, OH

Form ADV filed 31 March 2026

$23.9B AUM214 clients74 advisers3 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for James Lenahan is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
James Lenahan
CRD
5494481
Firm
Fund Evaluation Group, LLC
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does James Lenahan work?

James Lenahan has been Director, Chief Executive Officer of Fund Evaluation Group, LLC since January 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Leadership at Fund Evaluation Group

  • William Goslee
    Director, President
  • Kurt Krebs
    Chief Financial Officer & Treasurer
  • Robert Jennings
    Chief Operating Officer
  • Julie Thomas
    Chief Compliance Officer
  • Nolan Bean
    Director, Chief Investment Officer & Head of Portfolio Management
  • Stephen Hopkins
    Independent Director
  • Gary Price
    Director & Managing Director of Institutional Services
  • Gianna Tremoulis
    General Counsel and Secretary
  • Rebecca Wood
    Non-Executive Chair

Sources

  1. IAPD individual lookup, CRD 5494481. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Fund Evaluation Group, LLC, filed 31 March 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with James Lenahan or Fund Evaluation Group, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.