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Fwg Investments, LLC CRD 284064
$349M regulatory AUM 211 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2704 Old Rosebud Road Suite 160, Lexington, KY 40509 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-05-22 |
| KY | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| OH | RA | APPROVED | 2023-11-09 |
| NC | RA | APPROVED | 2023-07-31 |
| WV | RA | APPROVED | 2023-07-28 |
Branch Locations
2704 Old Rosebud Road Suite 160, Lexington, KY 40509 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fwg Investments | Lexington | KY | 09/2016 | Present |
| Family Wealth Group | Lexington | KY | 10/2014 | Present |
Jeff Sheppard Apparel LLC, non-investment related, Louisville KY, commercial real estate rental, member/owner, since 01/2006, 1 hr/month, rent collection. 5 LLC's DBA Daddy Yo's Frozen Desserts, non-investment related, varied KY locations, retail ice cream shops, member/owner, since 11/2003, 10 hr/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-14 |
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