Fwg Investments, LLC

Fwg Investments, LLC (CRD# 284064) is a financial advisory firm headquartered in Lexington, KY. They manage $205,904,853 in 2,659 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
2704 Old Rosebud Road, Suite 160, Lexington, KY 40509
http://www.thefamilywealthgroup.com
By the Numbers
  • Total Assets Under Management
    206
    MILLION
  • Total Number of Accounts
    2,659
    ACCOUNTS
  • Average Account Value
    $77,437
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, HI, IN, KY, NC, OH, SC, TN, TX, WV

Financial Advisors at Fwg Investments, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Donald Bentley, financial advisor Lexington KY
Donald E. Bentley
CRD#: 2882828
2704 Old Rosebud Road, Suite 160, Lexington, KY 40509

Donald Bentley (CRD# 2882828) is an Investment Advisor Representative working at Fwg Investments, LLC in Lexington, KY and has over 26 years of experience in the finance industry.

2
Edward Lockett, financial advisor Lexington KY
Edward M. Lockett
CRD#: 6196017
2704 Old Rosebud Road, Suite 160, Lexington, KY 40509

Edward Lockett (CRD# 6196017) is an Investment Advisor Representative working at Fwg Investments, LLC in Lexington, KY and has over 6 years of experience in the finance industry.

3
Vincent Montgomery, financial advisor Lexington KY
Vincent C. Montgomery
CRD#: 6686156
2704 Old Rosebud Road, Suite 160, Lexington, KY 40509

Vincent Montgomery (CRD# 6686156) is an Investment Advisor Representative working at Fwg Investments, LLC in Lexington, KY and has over 7 years of experience in the finance industry.

4
Jeffrey Sheppard, financial advisor Lexington KY
Jeffrey K. Sheppard
CRD#: 6708038
2704 Old Rosebud Road, Suite 160, Lexington, KY 40509

Jeffrey Sheppard (CRD# 6708038) is an Investment Advisor Representative working at Fwg Investments, LLC in Lexington, KY and has over 5 years of experience in the finance industry.

5
Jordan Short, financial advisor Lexington KY
Jordan R. Short
CRD#: 6600476
2704 Old Rosebud Road, Suite 160, Lexington, KY 40509

Jordan Short (CRD# 6600476) is an Investment Advisor Representative working at Fwg Investments, LLC in Lexington, KY and has over 7 years of experience in the finance industry.

6
Ashton Lanham, financial advisor Lexington KY
Ashton Lanham
CRD#: 7349046
2704 Old Rosebud Road, Suite 160, Lexington, KY 40509

Ashton Lanham (CRD# 7349046) is an Investment Advisor Representative working at Fwg Investments, LLC in Lexington, KY and has over 2 years of experience in the finance industry.

7
Sydney Millay, financial advisor Lexington KY
Sydney Millay
CRD#: 7359119
2704 Old Rosebud Road, Suite 160, Lexington, KY 40509

Sydney Millay (CRD# 7359119) is an Investment Advisor Representative working at Fwg Investments, LLC in Lexington, KY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals