{"url":"https://nivawealth.com/firms/fund-evaluation-group-121658","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/121658","regulatoryAum":23858830840,"crd":"121658","secFileNumber":"801-61324","legalName":"Fund Evaluation Group, LLC","displayName":"Fund Evaluation Group","website":null,"linkedinUrl":"https://www.linkedin.com/company/fund-evaluation-group/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"201 East Fifth Street, Suite 1600","city":"Cincinnati","state":"OH","stateName":"Ohio","country":"United States","postalCode":"45202"},"tradeNames":["Feg Investment Advisors"],"registration":{"secApproved":"30 June 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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Fund Evaluation Group have?","answer":"Fund Evaluation Group has 1 investment adviser representatives registered with state securities authorities, out of 136 employees, and 74 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Fund Evaluation Group invest in?","answer":"At the end of its last fiscal year, Fund Evaluation Group’s separately managed accounts held 35% pooled vehicles (private funds and similar), 33% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 5% cash and equivalents, 3% U.S. government and agency bonds and 2% investment grade corporate bonds. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Fund Evaluation Group?","answer":"Fund Evaluation Group’s direct owner is Fund Evaluation Group 2017, Inc. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}