FUND EVALUATION GROUP, LLC
CINCINNATI, OH

Fund Evaluation Group, LLC (FEG) is an independent, employee-owned investment advisory firm with a history spanning nearly three decades. Located in Cincinnati, Ohio, FEG collaborates closely with clients to help them meet their mission and attain their investment goals. As a full-service advisory entity, the company places significant emphasis on educating its clientele regarding current investment strategies and trends through rigorous research methodologies. Known for contributing stability and growth since its incorporation on April 1, 2010, the firm is active in providing tailored solutions, especially during market challenges. FEG holds an operational status as a Florida corporation registered under company type FORL, based primarily in Broward County but maintaining a mailing address at 201 E. Fifth Street, Suite 1600, Cincinnati, OH, 45202. The organization is recognized by the Firm Identifier (FEI) Number: 010694771 and filed with the number M10000001536. Key individuals steering FEG include Rebecca S Wood, Bruce A Benjamin, and Michael C Stonecipher, all serving as managers. Clients are encouraged to reach out through contact numbers (513) 977-4400 or (513) 977-4430, and further information can be explored via the firm’s website at fundevaluationgroup.com. The company's transparency is exemplified by its latest annual report filed on April 24, 2024.

KEY FACTS ABOUT FUND EVALUATION GROUP, LLC

Company name
FUND EVALUATION GROUP, LLC
Status
Active
Filed Number
M10000001536
FEI Number
010694771
Date of Incorporation
April 1, 2010
Age - 16 years
Home State
DE
Company Type
Foreign Limited Liability

CONTACTS

Website
http://fundevaluationgroup.com
Phones
(513) 977-4400
(513) 977-4430

FUND EVALUATION GROUP, LLC NEAR ME

Principal Address
201 E. FIFTH STREET, STE. 1600,
CINCINNATI,
OH,
45202

See Also

Officers and Directors

The FUND EVALUATION GROUP, LLC managed by the three persons from CINCINNATI, INDIANAPOLIS on following positions: Manager

Rebecca S Wood

Position
Manager Active
From
CINCINNATI, OH, OH

Bruce A Benjamin

Position
Manager Active
From
INDIANAPOLIS, IN, IN

Michael C Stonecipher

Position
Manager Active
From
CINCINNATI, OH, OH





Registered Agent is C T CORPORATION SYSTEM

Address
1200 SOUTH PINE ISLAND ROAD, PLANTATION, FL, 33324

Annual Reports

2024
April 24, 2024
2023
April 18, 2023