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FCG Investment Company

FCG Investment Company. CRD 308192

F

CRD: 308192

FCG Investment Company

$568.2M Total AUM
$285.2M Disc. AUM
-- 3Y CAGR
10 Employees
351 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
04-13-2020
Office Locations
1

Office Locations

9040 Garden Arbor DR STE 206 Germantown TN

About FCG Investment Company

FCG Investment Company is a Germantown, TN–based RIA (FCG is an affiliate) founded in 1996, providing comprehensive wealth management, financial planning, and retirement benefit plan administration for individuals, families, and business owners. The firm emphasizes a values-based approach rooted in biblical principles and uses diversified public funds and ETFs, alongside fixed income and insurance/annuity solutions when appropriate.

Team overview

50 AVG AGE
$56.8M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
5.3 yrs AVG TENURE
10 Employees
10 Advisory Reps
10 RIA Reps
6yrs Firm Age

Insights

Available
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Asset Classes

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

L

LLOYD VERNON CRAWFORD

Chief Compliance Officer, Investment Advisor, Managing Member

CRD
#2952132
Ownership
50% but less than 75%
Available
Available
Available
M

MICHAEL DAVID THOMPSON

Financial Advisor, General Partner, PARTNER

CRD
#6562077
Ownership
25% but less than 50%
Available
Available
Available

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Contacts

W

WILLIAM LEWIS GURNER

Chief Executive Officer

CRD
#2595800
Available
Available
Available
G

Gurner Cole Lipscomb

--

CRD
#8152852
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-28-2022
12-07-2023
12-05-2024
10-07-2025
02-03-2026
Category Assets AVG. Account size
Discretionary $285,191,359 $2,970,743
Non-Discretionary $283,034,342 $818,018
Total $568,225,701 $1,285,579

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
U.S. Government/Agency:
Available
Corporate - Investment Grade:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
U.S. Government/Agency Available Available
Corporate - Investment Grade Available Available
Total Available Available

13F Holdings | Q2 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
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