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- Custodian
- Capital Bank
- Clients
- Retail and Institutional
- Platforms
- RadialVital +more
- Established Date
- 05-27-2011
- Office Locations
- 1
Office Locations
About Financial Concepts
Financial Concepts is a Columbus, MS-based financial planning firm with 35+ years serving individuals and families, including business owners and entrepreneurs, with retirement-focused advice tied to real-life goals. The team delivers financial planning, portfolio construction and ongoing asset management, plus estate planning and insurance guidance. Investment implementation emphasizes public funds and ETFs (often mutual funds/annuity solutions) and the firm runs on Orion.
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Owner & Executives
SCOTT TODD FERGUSON
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, Investment Strategist
- CRD
- #5128168
- Ownership
- 75% or more
Felice Rosanne Olmos
Chief Compliance Officer, Compliance Manager
- CRD
- #7754264
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Michael David Black
--
- CRD
- #7581547
Sawyer Rias Brown
--
- CRD
- #7786131
Atlas radial
Catalyst fusion ember
- CRD
- #54271
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,088,251,596 | $207,880 |
| Non-Discretionary | $0 | -- |
| Total | $1,088,251,596 | $207,880 |
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Separately Managed Accounts
Total SMA Asset: $1,088,251,596
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $245,566,250 | 17.2% |
| Equity - Exchange | $348,361,425 | 24.4% |
| Cash | $312,668,656 | 21.9% |
| Corporate - Investment Grade | $521,114,427 | 36.5% |
| Total | $1,427,710,758 | 100.0% |