Fund Evaluation Group, LLC

Fund Evaluation Group, LLC (CRD# 121658) is a financial advisory firm headquartered in Cincinnati, OH. They manage $5,695,459,882 in 1,026 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,695
    MILLION
  • Total Number of Accounts
    1,026
    ACCOUNTS
  • Average Account Value
    $5,551,130
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Fund Evaluation Group, LLC
Showing 1 - 10 of 21 top financial advisors.
1
Bruce A. Benjamin
CRD#: 2041965
One Indiana Square, Suite 2576, Indianapolis, IN 46204
96
Wealthminder
score

Bruce Benjamin (CRD# 2041965) is an Investment Advisor Representative working at Fund Evaluation Group, LLC in Indianapolis, IN and has over 24 years of experience in the finance industry.

2
James D. Wetzel
CRD#: 1154055
3011 West Grand Blvd, Suite 2125, Detroit, MI 48202
96
Wealthminder
score

James Wetzel (CRD# 1154055) is an Investment Advisor Representative working at Fund Evaluation Group, LLC in Detroit, MI and has over 31 years of experience in the finance industry. James Wetzel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ralph F. Doering
CRD#: 1361576
201 E Fifth Street, Suite 1600, Cincinnati, OH 45202
93
Wealthminder
score

Ralph Doering (CRD# 1361576) is an Investment Advisor Representative working at Fund Evaluation Group, LLC in Cincinnati, OH and has over 31 years of experience in the finance industry.

4
Richard M. Grzymajlo
CRD#: 4667848
201 E Fifth Street, Suite 1600, Cincinnati, OH 45202
93
Wealthminder
score

Richard Grzymajlo (CRD# 4667848) is an Investment Advisor Representative working at Fund Evaluation Group, LLC in Cincinnati, OH and has over 14 years of experience in the finance industry.

5
Scott B. Harsh
CRD#: 2154055
201 E Fifth Street, Suite 1600, Cincinnati, OH 45202
93
Wealthminder
score

Scott Harsh (CRD# 2154055) is an Investment Advisor Representative working at Fund Evaluation Group, LLC in Cincinnati, OH and has over 21 years of experience in the finance industry.

6
William A. Hummel
CRD#: 1607022
201 E Fifth Street, Suite 1600, Cincinnati, OH 45202
93
Wealthminder
score

William Hummel (CRD# 1607022) is an Investment Advisor Representative working at Fund Evaluation Group, LLC in Cincinnati, OH and has over 23 years of experience in the finance industry.

7
Robert D. Jennings
CRD#: 2263389
205 West Fourth Street, Suite 810, Cincinnati, OH 45202
93
Wealthminder
score

Robert Jennings (CRD# 2263389) is an Investment Advisor Representative working at Fund Evaluation Group, LLC in Cincinnati, OH and has over 20 years of experience in the finance industry.

8
Timothy P. O'donnell
CRD#: 2938126
One Indiana Square, Suite 2576, Indianapolis, IN 46204
93
Wealthminder
score

Timothy O'donnell (CRD# 2938126) is an Investment Advisor Representative working at Fund Evaluation Group, LLC in Indianapolis, IN and has over 19 years of experience in the finance industry.

9
Steven Oblack
CRD#: 4702534
201 East Fifth Street, Suite 1600, Cincinnati, OH 45202
93
Wealthminder
score

Steven Oblack (CRD# 4702534) is an Investment Advisor Representative working at Fund Evaluation Group, LLC in Cincinnati, OH and has over 13 years of experience in the finance industry.

10
Gary R. Price
CRD#: 2608840
201 E Fifth Street, Suite 1600, Cincinnati, OH 45202
93
Wealthminder
score

Gary Price (CRD# 2608840) is an Investment Advisor Representative working at Fund Evaluation Group, LLC in Cincinnati, OH and has over 16 years of experience in the finance industry.

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