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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- RidgeGlacier unison +more
- Established Date
- 01-11-2017
- Office Locations
- 4
Office Locations
About FWG Investments, LLC
FWG Investments, LLC (The Family Wealth Group) is a Lexington, KY-based advisory firm serving retail and institutional clients, with a focus on entrepreneurs. The team provides financial and investment planning alongside ongoing asset management, including tax and estate planning, charitable and business-succession guidance, and insurance/annuity solutions. Portfolios emphasize asset allocation and risk management using mutual funds and ETFs, custodied at Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW MICHAEL GIGGEY
Broker, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
BRIAN KEITH STAPLES
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DONALD EUGENE BENTLEY
Financial Advisor, General Partner
- CRD
- #2882828
TINA DENISE CULP
Associate Advisor
- CRD
- #6407475
Vector delta
Oak pioneer
- CRD
- #52726
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $349,048,767 | $98,769 |
| Non-Discretionary | $0 | -- |
| Total | $349,048,767 | $98,769 |
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Separately Managed Accounts
Total SMA Asset: $349,048,767
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $887,839,265 | 22.4% |
| Cash | $1,668,662,189 | 42.1% |
| Equity - Exchange | $1,407,066,692 | 35.5% |
| Total | $3,963,568,146 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE ALPHA UNISON | DELTA INSIGHT | YC6H947WJ | XRBHS | 4.82% | $59,330,748 |
| QUANTUM GLACIER CATALYST | QUANTUM PEAK | COG8WCOI0 | HWO | 1.59% | $110,019,179 |
| VALUE OPTIMA CAPITAL | DELTA FUSION | TJLA6PQTH | OKI | 2.75% | $49,126,999 |
| SUMMIT VECTOR NORTH | TIMBER PATHWAY | T2ELC0IBZ | ZAKA | 12.58% | $24,050,952 |
| ALPHA OPTIMA EAGLE | ZENITH CATALYST | VHZ624VU4 | WVREF | 8.96% | $82,646,902 |
| SUMMIT VITAL GLACIER | OPTIMA FUSION | GJAM0EHKY | TEMMO | 5.60% | $13,440,485 |
| VECTOR OAK | CATALYST FOUNDATION | JF4PVMCKB | KAXZO | 6.99% | $88,680,875 |
| FUSION FUSION | VALUE EAGLE | F9AW5GZW3 | BLCJ | 11.71% | $60,347,472 |