Frazee Investment Consulting, Inc.
● SEC registered since 2019CRD 123662SEC# 801-115275Memphis, TN
Reg. AUM
$195.5M
Employees
3
Accounts
306
Location
Memphis, TN
Frazee Investment Consulting, Inc. assets under management
Frazee Investment Consulting, Inc. operates as an SEC-registered investment adviser based in Memphis, TN. The firm has been registered since 2019. It reports $195.5 million in regulatory assets under management and employs 3 people.
Frazee Investment Consulting, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Allen Sorgenfrei Control | Vice President And Secretary | 25-50% | 2018 |
| Meredith Mansell Hughes Poore Control | Chief Compliance Officer | Under 5% | 2020 |
| Robert William Frazee Control | President | 50-75% | 2018 |
Frequently asked questions
How much does Frazee Investment Consulting, Inc. manage?
Frazee Investment Consulting, Inc. reports $195.5 million in regulatory assets under management on its Form ADV.
How many employees does Frazee Investment Consulting, Inc. have?
Frazee Investment Consulting, Inc. reports 3 employees.
Where is Frazee Investment Consulting, Inc. located?
Frazee Investment Consulting, Inc. is based in Memphis, TN and has been SEC-registered since 2019.
Does Frazee Investment Consulting, Inc. disclose fund performance?
Frazee Investment Consulting, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5350 Poplar Avenue, Suite 730, Memphis, TN 38119 |
| Phone | 901-779-3940 |
| Fax | 901-748-5766 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$195.5M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$195.5Mregulatory AUM
Discretionary $195.5M