# FRAZEE INVESTMENT CONSULTING, INC.

FRAZEE INVESTMENT CONSULTING, INC. of MEMPHIS, TN is an SEC-registered investment adviser.

## Registration

- CRD: 123662
- Type: SEC-registered investment adviser
- SEC file number: 801-115275
- Location: 5350 POPLAR AVENUE, SUITE 730, MEMPHIS, TN, 38119
- Phone: 901-779-3940
- Latest filing: 2026-07-13
- Regulatory AUM: $195.5M
- Discretionary AUM: $195.5M
- Clients: 3
- Accounts: 306

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Robert William Frazee | PRESIDENT | — |
| Mark Allen Sorgenfrei | VICE PRESIDENT AND SECRETARY | — |
| Meredith Mansell Hughes Poore | CHIEF COMPLIANCE OFFICER | — |
| POORE MEREDITH MANSELL HUGHES | 02CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER | — |
| FRAZEE ROBERT WILLIAM | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| SORGENFREI MARK ALLEN | VICE PRESIDENT AND SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123662/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123662/similar
- Related entities: https://search.stillhousedata.com/firm/123662/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123662

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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.