Fwg Investments, LLC

CRD 284064 · Lexington, KY · $349.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 284064
SEC number: 801-112954
Firm type: RIA
Assets under management: $349.0M as of May 22, 2026
Website: www.thefamilywealthgroup.com ↗
Phone: 859-309-0349
Address: 2704 Old Rosebud Road, Lexington, KY, 40509

Advisors at this firm

9 in our index · page 1 of 1

Donald Eugene BentleyCRD 2882828 · Lexington, KY

IA Registered

Disclosure event(s) on record
Tina Denise CulpCRD 6407475 · Harrodsburg, KY

IA RegisteredRegistration inactive
Ashton LanhamCRD 7349046 · Lexington, KY

IA RegisteredRegistration inactive
Edward Matthew LockettCRD 6196017 · Lexington, KY

IA RegisteredRegistration inactive
Sydney MillayCRD 7359119 · Lexington, KY

IA Registered
Alexander John SchnuloCRD 7133792 · Hurricane, WV

IA RegisteredRegistration inactive
Jeffrey Kyle SheppardCRD 6708038 · Lexington, KY

IA Registered

Disclosure event(s) on record
Jordan Riley ShortCRD 6600476 · Lexington, KY

IA Registered
Coleman Reid WhitmillCRD 8056192 · Georgetown, KY

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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