# FUND EVALUATION GROUP, LLC

FUND EVALUATION GROUP, LLC of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 121658
- Type: SEC-registered investment adviser
- SEC file number: 801-61324
- Location: 201 EAST FIFTH STREET, SUITE 1600, CINCINNATI, OH, 45202
- Phone: 513-977-4400
- Latest filing: 2026-03-31
- Regulatory AUM: $23.9B
- Discretionary AUM: $16.0B
- Non-discretionary AUM: $7.9B
- Clients: 136
- Accounts: 218

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (51)

_Showing 25 of 51 people._

| Name | Role | Location |
| --- | --- | --- |
| Benjamin Carl Allen | MANAGING PRINCIPAL | Austin, TX |
| Gianna B Tremoulis | GENERAL COUNSEL AND SECRETARY | Cincinnati, OH |
| Benjamin Allen | MANAGING MEMBER; MANAGING PRINCIPAL; MANAGING PRINCIPAL & DIRECTOR | Austin, TX |
| Stephen Henry Hopkins | INDEPENDENT DIRECTOR | New York, NY |
| Benjamin Elliot Allen | MANAGING PRINCIPAL | — |
| Gary Richard Price | DIRECTOR & MANAGING DIRECTOR OF INSTITUTIONAL SERVICES | — |
| Nolan Michael Bean | DIRECTOR, CHIEF INVESTMENT OFFICER & HEAD OF PORTFOLIO MANAGEMENT | — |
| Julie Trondle Thomas | CHIEF COMPLIANCE OFFICER | — |
| Robert Daniel Jennings | CHIEF OPERATING OFFICER | — |
| Rebecca Sue Wood | NON-EXECUTIVE CHAIR | — |
| Kurt Krebs | CHIEF FINANCIAL OFFICER & TREASURER | — |
| James Alan Lenahan | DIRECTOR, CHIEF EXECUTIVE OFFICER | — |
| William George Goslee | DIRECTOR, PRESIDENT | — |
| Donald James Herrema | INDEPENDENT DIRECTOR | — |
| LABMEIER JOHN FRANCIS | GENERAL COUNSEL; GENERAL COUNSEL AND ACTING CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL & SECRETARY | — |
| HOPKINS STEPHEN HENRY | INDEPENDENT DIRECTOR | — |
| HERREMA DONALD JAMES | INDEPENDENT DIRECTOR | — |
| MEYER DAVID MICHAEL | MANAGING PRINCIPAL | — |
| HARSH SCOTT BRIAN | MANAGING MEMBER/PRESIDENT/CEO & DIRECTOR; MANAGING PRINCIPAL/PRESIDENT/CEO & DIRECTOR; MEMBER/MANAGING PRINCIPAL/PRESIDENT/CEO & DIRECTOR (+4 more) | — |
| MEYER CHRISTOPHER MARTIN | MANAGING PRINCIPAL | — |
| HENDERSON CYNTHIA ELAINE | MANAGING PRINCIPAL | — |
| PRICE GARY RICHARD | DIRECTOR & MANAGING DIRECTOR OF INSTITUTIONAL SERVICES; MANAGING DIRECTOR OF INSTITUTIONAL SERVICES & DIRECTOR; MANAGING MEMBER (+2 more) | — |
| STEIN JOHN DAVID | MANAGING PRINCIPAL | — |
| STONECIPHER MICHAEL CURTIS | DIRECTOR; LEAD DIRECTOR; MANAGING MEMBER & DIRECTOR (+2 more) | — |
| WOOD REBECCA SUE | MANAGING MEMBER; MANAGING PRINCIPAL; NON-EXECUTIVE CHAIR (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121658/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121658/similar
- Related entities: https://search.stillhousedata.com/firm/121658/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121658

---

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.