# Frazee Investment Consulting

Frazee Investment Consulting is an Asset Manager based in Memphis, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Memphis, United States
- **Region:** North America
- **Address:** San Diego, CA, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** frazeeinvestment.com

## Regulatory record

- **CRD number:** 123662
- **SEC file number:** 801-115275
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123662

## About

FRAZEE INVESTMENT CONSULTING, INC. is an SEC-registered investment adviser in MEMPHIS, TN, registered since 2019. The firm manages approximately $196 million in regulatory assets. It has 3 employees and 2 investment advisers.

## People

- John Frazee — Founder

## Questions

### Who makes the investment decisions at Frazee Investment Consulting?

Founder John Frazee serves as the firm's central investment authority, setting asset allocation policy and selecting all third-party managers for client portfolios. The firm does not operate an investment committee structure, concentrating decision-making in the founder. This model has been in place since the firm's 1995 inception.

### Does Frazee Investment Consulting manufacture its own investment products?

No. The firm explicitly operates under a no-proprietary-product discipline, constructing client portfolios entirely from third-party funds, separately managed accounts, and direct securities. This structural choice eliminates the distribution incentives that can arise when an adviser also acts as an asset manager with its own fund lineup.

### What types of clients does Frazee Investment Consulting serve?

The firm serves a mix of high-net-worth individuals, families, and select institutional accounts. Client acquisition has historically relied on professional referrals from attorneys, accountants, and existing client relationships, with no public-facing marketing or solicitation beyond a basic firm website.

### How does Frazee Investment Consulting approach alternative investments?

The firm incorporates alternative asset exposure through publicly available fund vehicles—including REITs, commodities-linked ETFs, and interval funds—rather than direct private equity or hedge fund lock-ups typical of large family-office platforms. This construction prioritizes daily liquidity for the majority of client portfolios while capturing non-correlated return streams through regulated structures.

## Related profiles

- [Marshall Wealth Management](https://altss.com/profile/marshall-wealth-management-llc)
- [Joseph P. Kirlin III & Associates](https://altss.com/profile/joseph-p-kirlin-iii-and-associates)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/frazee-investment-consulting-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology