Fwg Investments, LLC
Fwg Investments, LLC is an SEC-registered mass-market adviser in Lexington, KY with $349.0M assets under management (AUM, regulatory AUM), +40% over one year. See who owns Fwg Investments, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284064, SEC 801-112954, data through 2026-05-22.
- AUM (assets under management / regulatory AUM)
- $349.0M (2026-05-22)
- Firm type
- Mass-Market Adviser
- Location
- Lexington, KY
- Employees
- 27
- Clients
- 1,846
- CRD
- 284064
- Ownership
- METZLER, GEOFFREY, KEVIN; METZLER, PAUL, GABRIEL; STAPLES, BRIAN, KEITH; PAYNE, CHRISTOPHER, LEE; Sheppard, Jeffrey, Kyle
How much AUM does Fwg Investments, LLC have?
Fwg Investments, LLC reported $349.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-22).
Who owns Fwg Investments, LLC?
Disclosed owners and executives of Fwg Investments, LLC include METZLER, GEOFFREY, KEVIN, METZLER, PAUL, GABRIEL, STAPLES, BRIAN, KEITH, PAYNE, CHRISTOPHER, LEE, Sheppard, Jeffrey, Kyle. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.