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President · Frazee Investment Consulting, Inc.

Robert W. Frazee

CRD 6175759 · Named on Form ADV at one SEC-registered adviser

At a glance

Frazee Investment Consulting, Inc., an SEC-registered wealth manager based in Memphis, TN with $196 million in regulatory assets, lists Robert W. Frazee on its Form ADV as President, a control person.

Firms and roles

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Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.