FRAZEE INVESTMENT CONSULTING, INC.
CRD #123662 SEC #801-115275 MEMPHIS, TN 901-779-3940
SEC Registered
Total AUM
$177.2M
Discretionary
$177.2M
Employees
3
Clients
26
Accounts
295
Firm Details
- Organization Type
- Corporation
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| POORE, MEREDITH, MANSELL HUGHES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POORE, MEREDITH, MANSELL HUGHES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POORE, MEREDITH, MANSELL HUGHES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POORE, MEREDITH, MANSELL HUGHES | I | 02CHIEF COMPLIANCE OFFICER | NA | Control |
| POORE, MEREDITH, MANSELL HUGHES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POORE, MEREDITH, MANSELL HUGHES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POORE, MEREDITH, MANSELL HUGHES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POORE, MEREDITH, MANSELL HUGHES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POORE, MEREDITH, MANSELL HUGHES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POORE, MEREDITH, MANSELL HUGHES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POORE, MEREDITH, MANSELL HUGHES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POORE, MEREDITH, MANSELL HUGHES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRAZEE, ROBERT, WILLIAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRAZEE, ROBERT, WILLIAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRAZEE, ROBERT, WILLIAM | I | PRESIDENT | D | Control |
| FRAZEE, ROBERT, WILLIAM | I | PRESIDENT | D | Control |
| FRAZEE, ROBERT, WILLIAM | I | PRESIDENT | D | Control |
| FRAZEE, ROBERT, WILLIAM | I | PRESIDENT | D | Control |
| FRAZEE, ROBERT, WILLIAM | I | PRESIDENT | D | Control |
| FRAZEE, ROBERT, WILLIAM | I | PRESIDENT | D | Control |
| FRAZEE, ROBERT, WILLIAM | I | PRESIDENT | D | Control |
| FRAZEE, ROBERT, WILLIAM | I | PRESIDENT | D | Control |
| FRAZEE, ROBERT, WILLIAM | I | PRESIDENT | D | Control |
| FRAZEE, ROBERT, WILLIAM | I | PRESIDENT | D | Control |
| FRAZEE, ROBERT, WILLIAM | I | PRESIDENT | D | Control |
| FRAZEE, ROBERT, WILLIAM | I | PRESIDENT | D | Control |
| SORGENFREI, MARK, ALLEN | I | VICE PRESIDENT AND SECRETARY | C | Control |
| SORGENFREI, MARK, ALLEN | I | VICE PRESIDENT AND SECRETARY | C | Control |
| SORGENFREI, MARK, ALLEN | I | VICE PRESIDENT AND SECRETARY | C | Control |
| SORGENFREI, MARK, ALLEN | I | VICE PRESIDENT AND SECRETARY | C | Control |
| SORGENFREI, MARK, ALLEN | I | VICE PRESIDENT AND SECRETARY | C | Control |
| SORGENFREI, MARK, ALLEN | I | VICE PRESIDENT AND SECRETARY | C | Control |
| SORGENFREI, MARK, ALLEN | I | VICE PRESIDENT AND SECRETARY | C | Control |
| SORGENFREI, MARK, ALLEN | I | VICE PRESIDENT AND SECRETARY | C | Control |
| SORGENFREI, MARK, ALLEN | I | VICE PRESIDENT AND SECRETARY | C | Control |
| SORGENFREI, MARK, ALLEN | I | VICE PRESIDENT AND SECRETARY | C | Control |
| SORGENFREI, MARK, ALLEN | I | VICE PRESIDENT AND SECRETARY | C | Control |
| SORGENFREI, MARK, ALLEN | I | VICE PRESIDENT AND SECRETARY | C | Control |
| SORGENFREI, MARK, ALLEN | I | VICE PRESIDENT AND SECRETARY | B | Control |
| SORGENFREI, MARK, ALLEN | I | VICE PRESIDENT AND SECRETARY | B | Control |
Registrations
Federal
IA
Oct 1, 2025 REGISTERED
Notice Filings (4)
MS NE TN TX
Address
5350 POPLAR AVENUESUITE 730
MEMPHIS, TN 38119
United States
Phone: 901-779-3940