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Nolan Bean

Director, Chief Investment Officer & Head of Portfolio Management at Fund Evaluation Group

No current adviser or broker registrationSEC record checked 17 October 2026

2
Past adviser firms
1
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Nolan Bean is Director, Chief Investment Officer & Head of Portfolio Management of Fund Evaluation Group, LLC, a Cincinnati investment adviser managing $23.9B. Nolan Bean has past investment-adviser registrations through 2 firms and has passed the Series 6.

Role at Fund Evaluation Group

Title on Schedule A
Director, Chief Investment Officer & Head of Portfolio Management
Control
Nolan Bean is a control person of Fund Evaluation Group.
Ownership
An individual ownership band is not available in the source record.
Tenure
Nolan Bean has held the filed role since October 2011.

The firm

Fund Evaluation Group, LLC
Cincinnati, OH

Form ADV filed 31 March 2026

$23.9B AUM214 clients74 advisers3 offices

Career on record

Firms and exams, newest first
  1. Fund Evaluation Group, LLC
    – · 7 years
    Cincinnati, OH · Adviser representative · Firm CRD 121658
  2. Waddell & Reed, Inc.
    – · 1 year
    Dublin, OH · Adviser representative · Firm CRD 866
  3. Passed Series 6 · 2002

Registrations and exams

No current adviser or broker registration. Nolan Bean has passed 1 qualifying exam.

Examinations

Series 617 July 2002
Name
Investment Company Products/Variable Contracts Representative Examination

Individual record

Full name
Nolan Michael Bean
CRD
4559128
Firm
Fund Evaluation Group, LLC
Registration status
No current adviser or broker registration
Firm bio
feg.com

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

Background

The official firm page lists Nolan as Head of Portfolio Management and Chief Investment Officer. Official firm biography/team page

Common questions

Where does Nolan Bean work?

Nolan Bean has been Director, Chief Investment Officer & Head of Portfolio Management of Fund Evaluation Group, LLC since October 2011, and is a control person of the firm.

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

Does Nolan Bean have a current investment-adviser registration?

Nolan Bean has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Nolan Bean passed?

Nolan Bean passed the Series 6 in July 2002.

Source: IAPD individual record, checked 17 October 2026

Where was Nolan Bean previously registered as an investment adviser?

Nolan Bean has past investment-adviser registrations through Fund Evaluation Group, LLC, December 2009 to April 2017; Waddell & Reed, Inc., July 2002 to April 2003, across 2 firms.

Source: IAPD individual record, checked 17 October 2026

Leadership at Fund Evaluation Group

  • James Lenahan
    Director, Chief Executive Officer
  • William Goslee
    Director, President
  • Kurt Krebs
    Chief Financial Officer & Treasurer
  • Robert Jennings
    Chief Operating Officer
  • Julie Thomas
    Chief Compliance Officer
  • 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 record, CRD 4559128. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Fund Evaluation Group, LLC, filed 31 March 2026. Title, control and ownership bands.
  3. Fund Evaluation Group team page. Biography, education, credentials, awards.

Retrieved 17 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 Nolan Bean 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.