FWG INVESTMENTS, LLC
CRD #284064 SEC #801-112954 LEXINGTON, KY 859-309-0349
SEC Registered
Total AUM
$250.1M
Discretionary
$250.1M
Employees
20
Clients
--
Accounts
2,525
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $250.1M | $250.1M | $0 | 20 | 155 |
| Aug 2025 | $250.1M | $250.1M | $0 | 20 | 155 |
| Mar 2025 | $250.1M | $250.1M | $0 | 20 | 155 |
| Nov 2024 | $205.9M | $205.9M | $0 | 24 | 155 |
| Mar 2024 | $205.9M | $205.9M | $0 | 24 | 155 |
| Feb 2024 | $339.6M | $164.2M | $175.5M | 22 | 0 |
| Nov 2023 | $339.6M | $164.2M | $175.5M | 22 | 0 |
| Aug 2023 | $339.6M | $164.2M | $175.5M | 22 | 0 |
| Jul 2023 | $339.6M | $164.2M | $175.5M | 22 | 0 |
| Mar 2023 | $339.6M | $164.2M | $175.5M | 22 | 0 |
| Mar 2023 | $339.6M | $164.2M | $175.5M | 22 | 0 |
| Apr 2022 | $336.2M | $304.8M | $31.3M | 20 | 0 |
| Mar 2022 | $336.2M | $304.8M | $31.3M | 20 | 0 |
| Oct 2021 | $230.2M | $172.2M | $58M | 20 | 0 |
| Mar 2021 | $230.2M | $172.2M | $58M | 20 | 0 |
| Jul 2020 | $183.4M | $159.4M | $24M | 20 | 0 |
| Jun 2020 | $183.4M | $159.4M | $24M | 20 | 0 |
| May 2020 | $183.4M | $159.4M | $24M | 20 | 0 |
| Mar 2020 | $183.4M | $159.4M | $24M | 20 | 0 |
| Jan 2020 | $128.3M | $105.7M | $22.7M | 19 | 0 |
| Sep 2019 | $128.3M | $105.7M | $22.7M | 19 | 0 |
| Mar 2019 | $128.3M | $105.7M | $22.7M | 19 | 0 |
| Mar 2018 | $103.5M | $86.1M | $17.4M | 16 | 0 |
DateAug 2025
Total AUM$250.1M
Discretionary$250.1M
Non-Disc.$0
Employees20
Clients155
DateAug 2025
Total AUM$250.1M
Discretionary$250.1M
Non-Disc.$0
Employees20
Clients155
DateMar 2025
Total AUM$250.1M
Discretionary$250.1M
Non-Disc.$0
Employees20
Clients155
DateNov 2024
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees24
Clients155
DateMar 2024
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees24
Clients155
DateFeb 2024
Total AUM$339.6M
Discretionary$164.2M
Non-Disc.$175.5M
Employees22
Clients0
DateNov 2023
Total AUM$339.6M
Discretionary$164.2M
Non-Disc.$175.5M
Employees22
Clients0
DateAug 2023
Total AUM$339.6M
Discretionary$164.2M
Non-Disc.$175.5M
Employees22
Clients0
DateJul 2023
Total AUM$339.6M
Discretionary$164.2M
Non-Disc.$175.5M
Employees22
Clients0
DateMar 2023
Total AUM$339.6M
Discretionary$164.2M
Non-Disc.$175.5M
Employees22
Clients0
DateMar 2023
Total AUM$339.6M
Discretionary$164.2M
Non-Disc.$175.5M
Employees22
Clients0
DateApr 2022
Total AUM$336.2M
Discretionary$304.8M
Non-Disc.$31.3M
Employees20
Clients0
DateMar 2022
Total AUM$336.2M
Discretionary$304.8M
Non-Disc.$31.3M
Employees20
Clients0
DateOct 2021
Total AUM$230.2M
Discretionary$172.2M
Non-Disc.$58M
Employees20
Clients0
DateMar 2021
Total AUM$230.2M
Discretionary$172.2M
Non-Disc.$58M
Employees20
Clients0
DateJul 2020
Total AUM$183.4M
Discretionary$159.4M
Non-Disc.$24M
Employees20
Clients0
DateJun 2020
Total AUM$183.4M
Discretionary$159.4M
Non-Disc.$24M
Employees20
Clients0
DateMay 2020
Total AUM$183.4M
Discretionary$159.4M
Non-Disc.$24M
Employees20
Clients0
DateMar 2020
Total AUM$183.4M
Discretionary$159.4M
Non-Disc.$24M
Employees20
Clients0
DateJan 2020
Total AUM$128.3M
Discretionary$105.7M
Non-Disc.$22.7M
Employees19
Clients0
DateSep 2019
Total AUM$128.3M
Discretionary$105.7M
Non-Disc.$22.7M
Employees19
Clients0
DateMar 2019
Total AUM$128.3M
Discretionary$105.7M
Non-Disc.$22.7M
Employees19
Clients0
DateMar 2018
Total AUM$103.5M
Discretionary$86.1M
Non-Disc.$17.4M
Employees16
Clients0