Alan L Bergin

Financial advisor at Fund Evaluation Group, LLC · Dallas, TX

Last updated 2026-10-10

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Alan L Bergin is a financial advisor at Fund Evaluation Group, LLC in Dallas, TX, CRD 5243872. IAPD registration began 2007-01-05.

Registration

CRD number
5243872
Registration status
Active
IAPD registration
2007-01-05
Industry Experience
19 years
Work Experience
22 years
States registered
LA, TX

Licenses and exams

No state licenses or exam codes are listed on the registration.

Designations

  • Chartered Financial Analyst

Work history

  • 2003-11 to 2016-11 · Larry Thompson & Associates · Dallas, TX
  • 2016-12 to Present · Fund Evaluation Group · Cincinnati, OH

Current employment

  • Feg · Cincinnati, OH

SEC IAPD record for Alan L Bergin

Fund Evaluation Group, LLC

Regulatory AUM
$19,710,678,734
Registered advisors
2
Offices
2
Average AUM per client
$96.1M (Moderate)
High-net-worth client ratio
6.8% (Low)

Fund Evaluation Group, LLC: advisors, services and reported ETF investments

About

Alan L Bergin is a Chartered Financial Analyst financial advisor at Feg, operating as Fund Evaluation Group, LLC in Dallas, TX. The latest record indicates 19 years of industry experience and 22 years of reported work history. Reported roles include Fund Evaluation Group, Larry Thompson & Associates.

Fund Evaluation Group, LLC's firm-level Form ADV reports 2 advisors across 2 offices; approximately 102.5 clients per advisor, average assets per client of $96,149,652, and regulatory AUM of $19.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Sovereign wealth funds and foreign official institutions; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers, Other Advisory Service.

PortfolioFuture's firm-level 13F analysis covers $3.7B across 72 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Alan L Bergin personally.

Reported ETF positions

Fund Evaluation Group reports 72 ETF positions worth $3.7B on Form 13F; the largest are listed.

Largest ETF positions reported by Fund Evaluation Group
FundReported value
IVV — iShares Core S&P 500 ETF$1.1B
SCHG — Schwab U.S. Large-Cap Growth ETF$495.7M
GOVT — iShares U.S. Treasury Bond ETF$419.7M
SCHX — Schwab U.S. Large-Cap ETF$247.4M
IXUS — iShares Core MSCI Total International Stock ETF$203.8M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Fund Evaluation Group, LLC on Form ADV.

Client services

  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Performance-Based Fees

Business and affiliations

  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Sponsor or GP of Pooled Investment Vehicl

Location

3500 Oak Lawn Ave, Dallas, TX 75219

1 advisor at this office.

Fund Evaluation Group office in Dallas, TX

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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