Adviser Record

Feg Private Investors, LLC

Registered investment adviser · Cincinnati, OH · CRD #156458

Form ADV data as of 2026-09-01
Regulatory assets
$1.47 billion
Total accounts
7
Employees
24
Disclosure events
0

Firm details

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management servicesYes
Discretionary regulatory assets under management$1.47 billion
Non-discretionary regulatory assets under management$0
Total regulatory assets under management$1.47 billion
Discretionary accounts7
Non-discretionary accounts0
Total accounts7
Regulatory assets under management attributable to non-U.S. persons$0

People

Total employees (excluding clerical)24
Employees performing investment advisory functions (including research)16
Employees who are registered representatives of a broker-dealer0
Employees registered as investment adviser representatives with a state0
Employees registered as IARs for another investment adviser0
Employees who are licensed insurance agents0
Firms or persons who solicit advisory clients on the firm's behalf0

Custody

Has custody of client cash or bank accountsYes
Has custody of client securitiesYes
Client funds and securities held in the firm's custody$1.47 billion
Clients for whom the firm has custody7
A related person has custody of client cash or bank accountsNo
A related person has custody of client securitiesNo
The firm acts as a qualified custodianNo
A related person acts as a qualified custodianNo
Number of persons acting as qualified custodians for the firm's clients2

How the firm is compensated

A percentage of assets under managementPerformance-based fees

Advisory services offered

Portfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers)

Other business activities

Commodity pool operator or commodity trading advisor

Affiliated related persons

Other investment adviser (including financial planners)Commodity pool operator or commodity trading advisorPension consultantSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Client types

Type of clientClientsAssets
Pooled investment vehicles (other than investment companies and BDCs)7$1.47 billion