Domestic entity
EntityFUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP TRUSTStatusARGENT IS THE TRUSTEE OF FUND EVALUATION GROUP EMPReported since09/2017OwnershipOther (general partner, trustee, or elected manager)Control personYes
FEG
Alpha Nasdaq OCIO Indices - ContributorCINCINNATI, OH
Form ADV and provider website profile · CRD 121658 · regulatory data as of Oct 6, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for FEG. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$19.7BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
813Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$15.2BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$4.5BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
Direct Owners & Executives
Source: Form ADV- Reported since
- 09/2005
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2011
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 11/2015
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 09/2017
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 09/2017
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2018
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2025
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 10/2022
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Gary Richard Price | Director & Managing Director Of Institutional Services | 09/2005 | Individual | Yes | Less than 5% |
| Nolan Michael Bean | Director, Chief Investment Officer & Head Of Portfolio Management | 10/2011 | Individual | Yes | Less than 5% |
| Julie Trondle Thomas | Chief Compliance Officer | 11/2015 | Individual | Yes | Less than 5% |
| Inc. Fund Evaluation Group 2017 | Holding Company For Fund Evaluation Group, Llc. | 09/2017 | Domestic entity | Yes | 75% or more |
| Stephen Henry Hopkins | Independent Director | 09/2017 | Individual | Yes | Less than 5% |
| Robert Daniel Jennings | Chief Operating Officer | 01/2018 | Individual | Yes | Less than 5% |
| Rebecca Sue Wood | Non-Executive Chair | 01/2024 | Individual | Yes | Less than 5% |
| Gianna B. Tremoulis | General Counsel And Secretary | 01/2025 | Individual | No | Less than 5% |
| Kurt Krebs | Chief Financial Officer & Treasurer | 10/2022 | Individual | Yes | Less than 5% |
| James Alan Lenahan | Director, Chief Executive Officer | 01/2024 | Individual | Yes | Less than 5% |
| William George Goslee | Director, President | 01/2024 | Individual | Yes | Less than 5% |
| Paul Andrew Hawkinson | Independent Director | 04/2026 | Individual | Yes | Less than 5% |
| Thomas Louis Totten | Independent Director | 04/2026 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVDomestic entity
EntityFUND EVALUATION GROUP 2017, INC.StatusTHIS TRUST OWNS 100% OF FUND EVALUATION GROUP 2017Reported since09/2017Ownership75% or moreControl personYes
Owners & Executives
Source: Form ADVGR
Gary Richard Price
Director & Managing Director Of Institutional Services
NM
Nolan Michael Bean
Director, Chief Investment Officer & Head Of Portfolio Management
JT
Julie Trondle Thomas
Chief Compliance Officer
SH
Stephen Henry Hopkins
Independent Director
RD
Robert Daniel Jennings
Chief Operating Officer
RS
Rebecca Sue Wood
Non-Executive Chair
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives13
Indirect ownership records2
Regulatory statusSEC registered investment adviser
SEC registration dateJun 30, 2002
CRD number121658