CRD: 149172
Fuerst Financial Group, Inc.
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Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-1997
- Office Locations
- 1
Office Locations
About Fuerst Financial Group, Inc.
Fuerst Financial Wealth Management (Fuerst Financial Group) is a Chattanooga, TN registered investment adviser focused on personalized financial planning and ongoing advice to help clients grow, protect, and leave a legacy. Portfolios emphasize ETFs and municipal/investment-grade fixed income. The firm also runs educational events and a radio program; custody includes LPL Financial.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.2% is discretionary and 0.8% is non-discretionary.
The firm reports 2 advisory representatives and 325 clients, or 162.5 clients per representative. That equates to $310.4K in reported AUM per client.
The profile lists 1 reported office location and 29 years in operation. The source data was last updated on June 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Fuerst Financial Group, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KEVIN MICHAEL FUERST
Chief Compliance Officer, DIRECTOR, Owner, TREASURER
- CRD
- #1932131
- Ownership
- 50% but less than 75%
SUSAN C FUERST
DIRECTOR, Owner, Secretary
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Steven M Fuerst
--
- CRD
- #5362283
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,061,974 | $202,965 |
| Non-Discretionary | $825,424 | $16,845 |
| Total | $100,887,398 | $186,139 |
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Separately Managed Accounts
SMA allocation detail is available
Fuerst Financial Group, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.