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Robert Frazee

President at Frazee Investment Consulting in Memphis, TN

Investment adviser registrationUpdated

Robert Frazee is President of Frazee Investment Consulting, Inc., an investment adviser managing $196M, and works from its Memphis, TN office. Robert Frazee has been registered as an investment adviser representative through Frazee Investment Consulting since 27 March 2013 and has 13 years in the industry across 1 firm.

13
Years in industry
13
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Robert Frazee has been President of Frazee Investment Consulting since January 2018, is a control person of the firm and directly owns between 50% and 75% of it.

Frazee Investment Consulting, Inc. is a Memphis, TN firm with $196M under management, 110 clients and 2 advisers in one office, as of its July 2026 filing.

  1. – present · 13 years
    Memphis, TN · Adviser representative · Firm CRD 123662

Credentials and registrations

Investment adviser representative registrations

Robert Frazee is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2013; the most recent is Texas, in February 2017.

  • TennesseeSince 27 March 2013
  • TexasResidentSince 10 February 2017

Examinations

No examinations are on Robert Frazee’s record.

Key facts

Full name
Robert William Frazee
CRD
6175759
Role
President
Office
5350 POPLAR AVENUE, Suite 730, Memphis, TN 38119
Registration
Investment adviser registration
In the industry since
March 2013
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Robert Frazee work?

Robert Frazee has been President of Frazee Investment Consulting, Inc. since January 2018, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 13 July 2026

Is Robert Frazee a financial advisor?

Yes. Robert Frazee has a current investment-adviser registration in Tennessee and Texas, through Frazee Investment Consulting since March 2013.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Robert Frazee have?

Robert Frazee has 13 years in the financial industry, since March 2013, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

Where is Robert Frazee based?

Robert Frazee’s registered office is in Memphis, TN.

Source: IAPD individual record, checked 22 October 2026

Is Robert Frazee registered with FINRA?

No. Robert Frazee has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Robert Frazee’s record?

Search CRD 6175759 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Frazee’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Frazee Investment Consulting

Sources

  1. IAPD individual record, CRD 6175759, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Frazee Investment Consulting, Inc., filed 13 July 2026. Title, control and ownership bands.