FCG Investment Company logo

FCG Investment Company

Updated today

Client AUM

$287,524,682

Clients

294

Advisors

10

of 11 employees

About

FCG Investment Company provides ongoing portfolio management and financial planning for individual and high‑net‑worth clients, and also serves pension and profit‑sharing plans. The firm prepares an Investment Policy Statement for each client and typically manages accounts on a discretionary basis with regular monitoring.

Its investment approach emphasizes long‑term investing with a dividend‑growth orientation and employs a broad set of analytical methods (fundamental, quantitative, technical, cyclical, and modern portfolio theory), as well as occasional use of options and margin when appropriate. The firm also uses third‑party AI and machine‑learning tools to support research and operations, while maintaining a required human review and verification process before technology‑assisted outputs are used with clients.

FCG is notable for multiple outside business affiliations: partners are involved with a retirement‑plan consulting and accounting firm, the firm has ties to a law practice and an accounting professional, and it maintains related real‑estate interests—relationships the firm discloses as potential conflicts of interest. Several advisers are licensed insurance agents and the firm recommends custodians (including Schwab Institutional and a related Fidelity entity); clients are informed of these relationships and are not required to use the advisers’ outside services.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Active portfolio management

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

0.90% annually for assets $10,000 and up

Project-based

Financial planning hourly fees negotiated between $100 and $250 per hour

Other

Account minimum: $10,000 (may be waived)

Main office

9040 Garden Arbor Dr, Ste 206

Germantown TN 38138

Advisors at this office

10

Most active in

Alabama · Arkansas · California · Florida · Georgia · Kentucky · Louisiana · Mississippi · South Carolina · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Lloyd C

Series 63, Series 65

Germantown, TN

FCG Investment Company

Lloyd Crawford is a financial advisor at FCG Investment Company with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management. In addition to his advisory role, he is a partner in a third-party administration firm specializing in retirement plans and is licensed to practice law. FCG Investment Company provides portfolio management and financial planning services for individual, high-net-worth clients, and pension and profit-sharing plans. The firm’s investment approach focuses on long-term dividend growth and combines multiple analytical methods with the use of AI tools, supplemented by human review.

Options & derivatives strategies Active portfolio management
user avatar

Gurner L

Series 65

Germantown, TN

FCG Investment Company

Gurner Lipscomb is a Series 65-licensed advisor with FCG Investment Company and has one year of industry experience. He also serves as an analyst at EMC Services, LLC, a management services company. FCG Investment Company provides portfolio management and financial planning for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a long-term dividend-growth investment approach supported by various analytical methods and incorporates AI and machine-learning tools with human oversight.

Options & derivatives strategies Active portfolio management
user avatar

Davis R

Series 65

Germantown, TN

FCG Investment Company

Davis Rangi is a Series 65-licensed advisor with FCG Investment Company, based in Germantown, TN. He joined the firm in 2026 and has prior experience with the PGA of America and Florida Atlantic University. FCG Investment Company provides portfolio management and financial planning for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes long-term investing with a dividend-growth strategy and employs multiple analytical methods, supported by AI and machine-learning tools alongside human review.

Options & derivatives strategies Active portfolio management
user avatar

William G

Series 65

Germantown, TN

FCG Investment Company

William Gurner is a Series 65-credentialed financial advisor with 22 years of industry experience. He has been with FCG Investment Company since 2018 and is also an owner of EMC Services, LLC, a management services company. His prior experience includes roles at Mid Atlantic Financial Management, Nuveen Asset Management, and Tradewinds Global Investors. FCG Investment Company provides portfolio management and financial planning for individual, high-net-worth clients, and pension and profit-sharing plans. The firm emphasizes long-term dividend-growth investing using a combination of fundamental, quantitative, technical, cyclical, and modern portfolio theory methods, supported by AI and machine-learning tools with human oversight.

Options & derivatives strategies Active portfolio management
user avatar

Alston W

Series 63, Series 65

Germantown, TN

FCG Investment Company

Alston Wade is a financial advisor with FCG Investment Company, holding Series 63 and Series 65 licenses and six years of industry experience. He also works as a CPA through Wade Consulting, dedicating part of his time to this role. Wade has held positions at LPL Financial and Financial Consulting Group since 2008. FCG Investment Company offers portfolio management and financial planning services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm focuses on long-term investing with a dividend-growth approach and integrates various analytical methods alongside AI and machine-learning tools, while maintaining human oversight.

Options & derivatives strategies Active portfolio management
user avatar

Michael T

Series 65

Germantown, TN

FCG Investment Company

Michael Thompson is a Series 65 licensed advisor with eight years of industry experience. He has worked at FCG Investment Company since 2018 and previously at Mid Atlantic Financial Management, Inc. from 2018 to 2020. Outside of his advisory role, Thompson serves as a reserve officer for the City of Memphis Police Department, assisting with public events. FCG Investment Company provides portfolio management and financial planning services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes long-term, dividend-growth investing supported by a variety of analytical methods and incorporates AI and machine-learning tools with human oversight in its investment process.

Options & derivatives strategies Active portfolio management
user avatar

Jeremy P

Series 65

Germantown, TN

FCG Investment Company

Jeremy Plyler is a financial advisor at FCG Investment Company with 12 years of industry experience. He holds a Series 65 designation and has worked at FCG Investment Company since 2020, following six years at Mid Atlantic Financial Management, Inc. In addition to his advisory role, he is a partner at Financial Consulting Group, a retirement plan consulting firm and insurance agency. FCG Investment Company provides portfolio management and financial planning services for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm’s investment approach focuses on long-term dividend-growth strategies supported by various analytical methods and technology-assisted research, with an emphasis on human review.

Options & derivatives strategies Active portfolio management
user avatar

Mellio S

Series 65

Germantown, TN

FCG Investment Company

Mellio Sulipeck is a financial advisor at FCG Investment Company with 10 years of industry experience. He holds a Series 65 credential and has worked at notable firms including WHBQ FOX13 Memphis and Sector Capital Management. He is also the owner of EMC Services, LLC, a management services company. FCG Investment Company provides portfolio management and financial planning services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes a long-term, dividend-growth investment approach and integrates multiple analytical methods and technology tools, maintaining human oversight in its processes.

Options & derivatives strategies Active portfolio management
user avatar

Dennis P

Series 63, Series 65

Germantown, TN

FCG Investment Company

Dennis Plyler is a financial advisor with FCG Investment Company, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. Prior to joining FCG Investment Company in 2020, he worked at Mid Atlantic Financial Management, Inc. and Financial Consulting Group. He is also a partner in a retirement plan consulting and third-party administration business. FCG Investment Company provides portfolio management and financial planning services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm focuses on long-term, dividend-growth investing and employs a variety of analytical methods along with technology-assisted research tools that are verified by human review.

Options & derivatives strategies Active portfolio management
user avatar

Joe M

Series 63, Series 65

Germantown, TN

FCG Investment Company

Joe Meals is a financial advisor with FCG Investment Company, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has held roles at EMC Services, LLC, FCG Investment Company, Financial Consulting Group, and ELM Group LLC. Outside of advising, he serves as CFO for a private general contractor firm specializing in new home construction. FCG Investment Company provides portfolio management and financial planning for individual, high-net-worth clients, and pension and profit-sharing plans. The firm focuses on long-term dividend-growth investing, using a combination of fundamental, quantitative, technical, cyclical, and modern portfolio theory analyses, supported by AI and machine learning tools alongside human review.

Options & derivatives strategies Active portfolio management
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)