Asset ManagerRIA · CRD 117418SEC-Registered

Updated:

Financial Economics Consulting Group

Financial Economics Consulting Group, Inc. was incorporated in the state of Florida and operates as a fee-based registered investment adviser.

Financial Economics Consulting Group

Financial Economics Consulting Group, Inc. was incorporated in the state of Florida and operates as a fee-based registered investment adviser. The firm's wealth origin is tied to the principals who founded and operate it, though specific names are not publicly documented. The firm's core identity is that of a consulting-oriented asset manager, not a single-family office. The firm's investment strategy covers a broad mix of asset classes, including U.S. and international equities, fixed-income securities, and alternative investments such as real estate and commodities. Financial Economics Consulting Group structures client portfolios individually based on risk tolerance and objectives, meaning it does not run a centralized fund or pool. Geographically, the firm's focus is primarily domestic within the United States. The scale of Financial Economics Consulting Group is not disclosed publicly. No additional offices beyond a potential Florida headquarters have been verified. There are no known adjacent philanthropic foundations or operating companies associated with the firm. No recent operational events in the last 24 months are available in public record. A structural differentiator of Financial Economics Consulting Group is its explicit positioning as a consulting firm rather than a pure asset manager, offering financial planning services alongside investment management. This dual advisory structure distinguishes it from larger institutional managers that typically separate planning and portfolio execution.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at Financial Economics Consulting Group?

The firm does not publicly disclose the names of its principals or investment committee members. Its investment decisions are made internally as a registered investment adviser, with client portfolios managed individually against agreed mandates.

Is Financial Economics Consulting Group a single-family office or an asset manager?

The firm is registered as a fee-based investment adviser, consistent with an asset manager or RIA structure. There is no evidence that it functions as a single-family office or that its capital originates from a single wealthy family.

What asset classes does Financial Economics Consulting Group invest in?

The firm covers traditional asset classes including U.S. and international equities, fixed-income securities, and alternative investments such as real estate and commodities. Its focus is on diversified portfolios tailored to client objectives rather than specialized sector bets.

Does Financial Economics Consulting Group offer financial planning services?

Yes. The firm positions itself as a consulting group and provides financial planning in addition to investment management. This distinguishes it from managers that focus solely on portfolio execution.

Where is Financial Economics Consulting Group based?

The firm was incorporated in Florida according to state business records. A specific headquarters address is not publicly confirmed.

Does Financial Economics Consulting Group disclose its assets under management?

No. The firm does not publicly report AUM figures. As a private RIA, it may file Form ADV with the SEC, but such filings were not reviewed for this profile.

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