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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-11-1991
- Office Locations
- 1
Office Locations
About Financial Economics Consulting Group, Inc.
Financial Economics Consulting Group, Inc. is a Tuscaloosa-based RIA. The firm has been operating for 35 years. Managing $82.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between March 28, 2011 and May 15, 2012, reported AUM increased 4.8%, from $47.7M to $50.0M.
Of the latest reported AUM, 91.8% is discretionary and 8.2% is non-discretionary.
The firm reports 2 advisory representatives and 144 clients, or 72 clients per representative. That equates to $571.3K in reported AUM per client.
The profile lists 1 reported office location and 35 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Financial Economics Consulting Group, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT WESLEY MCLEOD
Chief Financial Officer, Secretary, TREASURER
- CRD
- #1460653
- Ownership
- 50% but less than 75%
STEPHEN WAYNE REINHART
Chief Compliance Officer, Owner, President
- CRD
- #1460985
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,294,318 | $237,757 |
| Non-Discretionary | $7,978,133 | $44,573 |
| Total | $82,272,451 | $175,396 |
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Separately Managed Accounts
SMA allocation detail is available
Financial Economics Consulting Group, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.