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The fee is billed in arrears, is negotiable and requires an account of at least $10,000.","source":"FWG INVESTMENTS, LLC - FIRM BROCHURE, filed 25 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does FWG Investments use?","answer":"FWG Investments’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $349M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does FWG Investments have?","answer":"FWG Investments has 9 investment adviser representatives registered with state securities authorities, out of 27 employees, and 10 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 12 employees are 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 FWG Investments invest in?","answer":"At the end of its last fiscal year, FWG Investments’ separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 24% cash and equivalents and 7% exchange-traded equities.","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":"Does FWG Investments have a minimum investment?","answer":"Yes, FWG Investments’ minimum account size for its Asset management services is $10K.","source":"FWG INVESTMENTS, LLC - FIRM BROCHURE, filed 25 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns FWG Investments?","answer":"FWG Investments is owned through holding companies by Donald Bentley and Jeffrey Sheppard. Its direct owners are HMJ LLC (50% to 75%) and Jeff Sheppard Financial LLC (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 22 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does FWG Investments get paid?","answer":"FWG Investments is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact FWG Investments?","answer":"FWG Investments’ main office is at 2704 Old Rosebud Road, Suite 160, Lexington, KY 40509. Its phone number is 859-309-0349. 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