| As of Date | 06/17/2026 |
| Registration status | Registration Changed to FUERST FINANCIAL GROUP, INC. |
| ADV Location | CHATTANOOGA, TN, United States |
| Contact Info | 423 xxxxxxx |
| Websites |
| AUM* | 100,887,398 23% |
| of that, discretionary | 100,061,974 24% |
| Number of Employees | 2 -50% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 186,139 139% |
| % High Net Worth | 8.00% -15% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds