Fund Evaluation Group LLC

Fund Evaluation Group LLC, also known as FUND EVALUATION GROUP, LLC, is a Delaware based Limited Liability Company that provides financial advisory services to 164 clients. Its team comprises of 128 members, 70 of whom hold advisory roles. The firm has an approved SEC status and was registered on June 30, 2002, confirming its trustworthiness and reliability in the financial industry.

• DONALD JAMES HERREMA

  INDEPENDENT DIRECTOR owns less than 5%

• FUND EVALUATION GROUP 2017, INC.

  HOLDING COMPANY FOR FUND EVALUATION GROUP, LLC. owns 75% or more

• GARY RICHARD PRICE

  MANAGING DIRECTOR OF INSTITUTIONAL SERVICES & DIRECTOR owns less than 5%

• JOHN FRANCIS LABMEIER

  GENERAL COUNSEL owns less than 5%

• JULIE TRONDLE THOMAS

  CHIEF COMPLIANCE OFFICER owns less than 5%

• MARY THAYER BASCOM

  CHIEF FINANCIAL OFFICER owns less than 5%

• MICHAEL CURTIS STONECIPHER

  DIRECTOR owns less than 5%

• NOLAN MICHAEL BEAN

  HEAD OF INSTITUTIONAL INVESTMENTS & DIRECTOR owns less than 5%

• REBECCA SUE WOOD

  PRESIDENT/ CEO & DIRECTOR owns less than 5%

• ROBERT DANIEL JENNINGS

  CHIEF OPERATING OFFICER owns less than 5%

• STEPHEN HENRY HOPKINS

  INDEPENDENT DIRECTOR owns less than 5%

• SUSAN ELIZABETH FASIG

  MANAGING MEMBER & DIRECTOR owns less than 5%

• ARGENT TRUST COMPANY

  ARGENT IS THE TRUSTEE OF FUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP TRUST, WHICH OWNS 100% OF FUND EVALUATION GROUP 2017,INC owns 75% or more

• Tactical Fund Advisors LLC
• Eukles Asset Management LLC
• Kindred Spirits Investment Management LLC
• Coordinated Financial Planning Corp
• Randolph Co Inc
• FEG Private Investors LLC
• Berno Financial Management Inc
• Truepoint Inc
• Siena Capital LLC
• Horan Securities Inc

• Comparing Fund Evaluation Group's Q3 and Q4 2022 13F Holdings: Winners, Losers, and Surprises