FCG Investment Co.
FCG Investment Company is an independent investment advisory firm headquartered in Germantown, Tennessee. The firm manages portfolios for a variety of clients, including high net worth individuals, non-high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. With an employee count of 9 (all investors), FCG Investment Company offers personalized wealth management and investment advisory services. The firm was founded prior to its first SEC filings in 2011 and has operated continuously since then, serving a primarily US-based clientele.
Investment Strategy
FCG Investment Company implements diversified portfolio management across US equities, with significant allocations to large technology and financial sector holdings. The firm provides discretionary and non-discretionary investment management for individuals, pension plans, and charitable organizations. Its approach emphasizes long-term growth and risk-adjusted returns, relying on fundamental research and broad diversification tailored to each client's financial needs and objectives.
Top Holdings
Equity Positions (88)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 9.55% | $20.4M | 30,610 | $617.15 | $666.18 | -$663.3K |
N NVDA | NVIDIA CORPORATION | 8.09% | $17.3M | 92,595 | $88.83 | $186.58 | +$3.6M |
M MSFT | MICROSOFT CORP | 7.95% | $17.0M | 32,788 | $397.65 | $517.95 | +$1.9M |
A AAPL | APPLE INC | 6.60% | $14.1M | 55,382 | $199.60 | $254.63 | +$2.8M |
G GOOGL | ALPHABET INC | 4.32% | $9.2M | 37,926 | $150.66 | $243.10 | +$2.7M |