# FUNDX INVESTMENT GROUP, LLC

FUNDX INVESTMENT GROUP, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 109194
- Type: SEC-registered investment adviser
- SEC file number: 801-54793
- Location: 101 MONTGOMERY STREET, STE 2400, SAN FRANCISCO, CA, 94104-4138
- Phone: 415-986-7979
- Latest filing: 2021-03-29
- Regulatory AUM: $893.4M
- Discretionary AUM: $893.4M
- Clients: 14
- Accounts: 616

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Smith Lamont Charles | MANAGING PARTNER; MEMBER/CHIEF OPERATING OFFICER; PUBLICATIONS DIRECTOR | DENVER, CO |
| Smith Jeff | PUBLICATIONS DIRECTOR | The Woodlands, TX |
| BROWN JANET MARIE | MEMBER/CHIEF EXECUTIVE OFFICER; PRESIDENT; PRESIDENT, CFO, COO | — |
| BAYLEY CHRISTOPHER TAPPEN | MEMBER; SHAREHOLDER | — |
| BURKE BERNARD WALTER | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER; MEMBER (+1 more) | — |
| COYNE THOMAS FRANCIS | MEMBER; SHAREHOLDER | — |
| COYNE KEVIN KIERNAN | SHAREHOLDER | — |
| ENSLOW ROBERT HAVEN | PORTFOLIO MANAGER; SHAREHOLDER | — |
| DEVAULT MARTIN RICHARD | MEMBER; PORTFOLIO MANAGER; PRINCIPAL | — |
| MCKEON SEAN | MEMBER/CHIEF COMPLIANCE OFFICER; PORTFOLIO MANAGER; PRINCIPAL (+1 more) | — |
| BROWNE JASON WILLIAM | CHIEF INVESTMENT OFFICER; MEMBER/CHIEF INVESTMENT OFFICER; PORTFOLIO MANAGER | — |
| COYNE KEVIN THOMAS | SHAREHOLDER | — |
| BAYLEY CHRISTOPHER T | SHAREHOLDER | — |
| COYNE KEVIN | SHAREHOLDER | — |
| MCKEON JOHN | PRINCIPAL | — |
| MCKEON SEAN JAMES | PORTFOLIO MANAGER | — |
| KUAN BERNARDO B | CHIEF COMPLIANCE OFFICER | — |
| ENSLOW JENNIFER DIANE | MEMBER; SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109194/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109194/similar
- Related entities: https://search.stillhousedata.com/firm/109194/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109194

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.