FUND EVALUATION GROUP, LLC
Legal name: FEG
CRD #121658 SEC #801-61324 CINCINNATI, OH 513-977-4400
SEC Registered
Total AUM
$20.6B
Discretionary
$13.7B
Employees
130
Clients
--
Accounts
188
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $20.6B | $13.7B | $6.9B | 130 | 135 |
| Jun 2025 | $20.6B | $13.7B | $6.9B | 130 | 135 |
| Mar 2025 | $20.6B | $13.7B | $6.9B | 130 | 135 |
| Mar 2024 | $19.8B | $10.7B | $9.1B | 133 | 150 |
| Mar 2023 | $16.6B | $9.1B | $7.5B | 130 | 146 |
| Mar 2022 | $18.8B | $9.6B | $9.2B | 120 | 152 |
| Jul 2021 | $15.2B | $7.7B | $7.5B | 128 | 151 |
| Mar 2021 | $15.2B | $7.7B | $7.5B | 128 | 151 |
| Jul 2020 | $15.1B | $5.5B | $9.6B | 127 | 163 |
| Jun 2020 | $15B | $5.4B | $9.6B | 127 | 164 |
| Mar 2020 | $15B | $5.4B | $9.6B | 127 | 164 |
| Mar 2019 | $11.8B | $4.3B | $7.5B | 128 | 164 |
| Jan 2019 | $12.8B | $4.2B | $8.6B | 128 | 180 |
| Jun 2018 | $12.8B | $4.2B | $8.6B | 128 | 180 |
| Mar 2018 | $12.8B | $4.2B | $8.6B | 128 | 180 |
| Oct 2017 | $10.6B | $2.5B | $8.1B | 138 | 126 |
| Oct 2017 | $10.6B | $2.5B | $8.1B | 138 | 126 |
| May 2017 | $10.6B | $2.5B | $8.1B | 138 | 400 |
| Mar 2017 | $10.6B | $2.5B | $8.1B | 138 | 400 |
| Mar 2016 | $5.7B | $2.7B | $2.9B | 119 | 400 |
| Sep 2015 | $5B | $2.6B | $2.4B | 112 | 390 |
| Aug 2015 | $5B | $2.6B | $2.4B | 112 | 390 |
| Jun 2015 | $5B | $2.6B | $2.4B | 112 | 390 |
| Mar 2015 | $5B | $2.6B | $2.4B | 112 | 390 |
| Mar 2014 | $3.3B | $2.5B | $838.1M | 85 | 350 |
| Mar 2013 | $2B | $2B | $0 | 85 | 400 |
| Sep 2012 | $1.8B | $1.8B | $0 | 51 | 300 |
| Apr 2012 | $1.8B | $1.8B | $0 | 51 | 300 |
| Apr 2012 | $1.8B | $1.8B | $0 | 51 | 300 |
| Mar 2012 | $1.8B | $1.8B | $0 | 51 | 300 |
| Jan 2012 | $1.6B | $1.6B | $0 | 51 | 300 |
| Jul 2011 | $1.7B | $1.7B | $0 | 51 | -- |
| Mar 2011 | $1.7B | $1.7B | $0 | 51 | -- |
| Mar 2011 | $1.7T | $1.7T | $0 | 51 | -- |
| Jan 2011 | $1.4B | $1.4B | $0 | 51 | -- |
| Oct 2010 | $1.4B | $1.4B | $0 | 51 | -- |
| Sep 2010 | $1.4B | $1.4B | $0 | 51 | -- |
| Aug 2010 | $1.4B | $1.4B | $0 | 51 | -- |
| Aug 2010 | $1.4B | $1.4B | $0 | 51 | -- |
| Sep 2009 | $1.1B | $1.1B | $0 | 51 | -- |
| Apr 2009 | $1.1B | $1.1B | $0 | 51 | -- |
| Mar 2009 | $1.1B | $1.1B | $0 | 51 | -- |
| Mar 2008 | $32.3B | $1.5B | $30.8B | 51 | -- |
| Mar 2008 | $34B | $835.9M | $33.2B | -- | -- |
| Dec 2007 | $34B | $835.9M | $33.2B | -- | -- |
| Mar 2007 | $34B | $835.9M | $33.2B | -- | -- |
| Mar 2007 | $34B | $835.9M | $33.2B | -- | -- |
| Mar 2007 | $32.9B | $835.9M | $32.1B | -- | -- |
| Dec 2005 | $30.3B | $106.7M | $30.2B | 51 | -- |
| Nov 2005 | $30.3B | $106.7M | $30.2B | 51 | -- |
| Oct 2005 | $30.3B | $106.7M | $30.2B | 51 | -- |
| Mar 2004 | $28.9B | $0 | $28.9B | 51 | -- |
| Oct 2003 | $27.2B | $0 | $27.2B | 51 | -- |
DateAug 2025
Total AUM$20.6B
Discretionary$13.7B
Non-Disc.$6.9B
Employees130
Clients135
DateJun 2025
Total AUM$20.6B
Discretionary$13.7B
Non-Disc.$6.9B
Employees130
Clients135
DateMar 2025
Total AUM$20.6B
Discretionary$13.7B
Non-Disc.$6.9B
Employees130
Clients135
DateMar 2024
Total AUM$19.8B
Discretionary$10.7B
Non-Disc.$9.1B
Employees133
Clients150
DateMar 2023
Total AUM$16.6B
Discretionary$9.1B
Non-Disc.$7.5B
Employees130
Clients146
DateMar 2022
Total AUM$18.8B
Discretionary$9.6B
Non-Disc.$9.2B
Employees120
Clients152
DateJul 2021
Total AUM$15.2B
Discretionary$7.7B
Non-Disc.$7.5B
Employees128
Clients151
DateMar 2021
Total AUM$15.2B
Discretionary$7.7B
Non-Disc.$7.5B
Employees128
Clients151
DateJul 2020
Total AUM$15.1B
Discretionary$5.5B
Non-Disc.$9.6B
Employees127
Clients163
DateJun 2020
Total AUM$15B
Discretionary$5.4B
Non-Disc.$9.6B
Employees127
Clients164
DateMar 2020
Total AUM$15B
Discretionary$5.4B
Non-Disc.$9.6B
Employees127
Clients164
DateMar 2019
Total AUM$11.8B
Discretionary$4.3B
Non-Disc.$7.5B
Employees128
Clients164
DateJan 2019
Total AUM$12.8B
Discretionary$4.2B
Non-Disc.$8.6B
Employees128
Clients180
DateJun 2018
Total AUM$12.8B
Discretionary$4.2B
Non-Disc.$8.6B
Employees128
Clients180
DateMar 2018
Total AUM$12.8B
Discretionary$4.2B
Non-Disc.$8.6B
Employees128
Clients180
DateOct 2017
Total AUM$10.6B
Discretionary$2.5B
Non-Disc.$8.1B
Employees138
Clients126
DateOct 2017
Total AUM$10.6B
Discretionary$2.5B
Non-Disc.$8.1B
Employees138
Clients126
DateMay 2017
Total AUM$10.6B
Discretionary$2.5B
Non-Disc.$8.1B
Employees138
Clients400
DateMar 2017
Total AUM$10.6B
Discretionary$2.5B
Non-Disc.$8.1B
Employees138
Clients400
DateMar 2016
Total AUM$5.7B
Discretionary$2.7B
Non-Disc.$2.9B
Employees119
Clients400
DateSep 2015
Total AUM$5B
Discretionary$2.6B
Non-Disc.$2.4B
Employees112
Clients390
DateAug 2015
Total AUM$5B
Discretionary$2.6B
Non-Disc.$2.4B
Employees112
Clients390
DateJun 2015
Total AUM$5B
Discretionary$2.6B
Non-Disc.$2.4B
Employees112
Clients390
DateMar 2015
Total AUM$5B
Discretionary$2.6B
Non-Disc.$2.4B
Employees112
Clients390
DateMar 2014
Total AUM$3.3B
Discretionary$2.5B
Non-Disc.$838.1M
Employees85
Clients350
DateMar 2013
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees85
Clients400
DateSep 2012
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees51
Clients300
DateApr 2012
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees51
Clients300
DateApr 2012
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees51
Clients300
DateMar 2012
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees51
Clients300
DateJan 2012
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees51
Clients300
DateJul 2011
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees51
Clients--
DateMar 2011
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees51
Clients--
DateMar 2011
Total AUM$1.7T
Discretionary$1.7T
Non-Disc.$0
Employees51
Clients--
DateJan 2011
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees51
Clients--
DateOct 2010
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees51
Clients--
DateSep 2010
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees51
Clients--
DateAug 2010
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees51
Clients--
DateAug 2010
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees51
Clients--
DateSep 2009
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees51
Clients--
DateApr 2009
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees51
Clients--
DateMar 2009
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees51
Clients--
DateMar 2008
Total AUM$32.3B
Discretionary$1.5B
Non-Disc.$30.8B
Employees51
Clients--
DateMar 2008
Total AUM$34B
Discretionary$835.9M
Non-Disc.$33.2B
Employees--
Clients--
DateDec 2007
Total AUM$34B
Discretionary$835.9M
Non-Disc.$33.2B
Employees--
Clients--
DateMar 2007
Total AUM$34B
Discretionary$835.9M
Non-Disc.$33.2B
Employees--
Clients--
DateMar 2007
Total AUM$34B
Discretionary$835.9M
Non-Disc.$33.2B
Employees--
Clients--
DateMar 2007
Total AUM$32.9B
Discretionary$835.9M
Non-Disc.$32.1B
Employees--
Clients--
DateDec 2005
Total AUM$30.3B
Discretionary$106.7M
Non-Disc.$30.2B
Employees51
Clients--
DateNov 2005
Total AUM$30.3B
Discretionary$106.7M
Non-Disc.$30.2B
Employees51
Clients--
DateOct 2005
Total AUM$30.3B
Discretionary$106.7M
Non-Disc.$30.2B
Employees51
Clients--
DateMar 2004
Total AUM$28.9B
Discretionary$0
Non-Disc.$28.9B
Employees51
Clients--
DateOct 2003
Total AUM$27.2B
Discretionary$0
Non-Disc.$27.2B
Employees51
Clients--