| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Keith Staples Control | Chief Operating Officer | Under 5% | 2022 |
| Hmj LLC Control | Managing Member | 50-75% | 2022 |
| Jeff Sheppard Financial LLC Control | Managing Member | 50-75% | 2022 |
Fwg Investments, LLC reports $250.1 million in regulatory assets under management on its Form ADV.
Fwg Investments, LLC reports 20 employees.
Fwg Investments, LLC is based in Lexington, KY and has been SEC-registered since 2018.
Fwg Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2704 Old Rosebud Road, Suite 160, Lexington, KY 40509 |
| Phone | 859-309-0349 |
| Fax | 859-309-0941 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $250.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $250.1M |