Financial Enhancement Group Llc
- Regulatory AUM
- $987M
- Discretionary
- $987M
- Clients
- 1,281
- Avg AUM / client
- $770K
- Accounts
- 3,599
- Employees
- 25
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 996 | $316M | 32.0% |
| High net worth individuals | 261 | $644M | 65.2% |
| Charitable organizations | 3 | $2.4M | 0.25% |
| Corporations and other businesses | 21 | $24.8M | 2.51% |
People (28)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Andrew Clark | Managing Member | CFP | Mar 2002 (24y) | ≈ 37.5% – 75% via Joe's Money Show Llc |
| Adam Michael Harter | Chief Investment Strategist, Owner | Jan 2012 (15y) | 10% – 25% | |
| Donald Earl Hodson | Chief Compliance Officer, Owner | Jan 2012 (15y) | 10% – 25% | |
| Aaron Scott Rheaume | Director Of Financial Planning | May 2016 (10y) | Less than 5% | |
| Jenkinson, Taylor, Bennett | Lead Paraplanner | Jan 2019 (8y) | Less than 5% | |
| Andrew William Thrasher | Registered representative | Jun 2014 (12y) | ||
| Grant Garner Soliven | Registered representative | Jan 2017 (10y) | ||
| Dean A Huddleston | Registered representative | Jan 2017 (10y) | ||
| Paul Edward Karshner | Registered representative | May 2017 (9y) | ||
| Jamie Catherine Burton | Registered representative | Jan 2018 (9y) | ||
| Brett Alan Spangler | Registered representative | May 2018 (8y) | ||
| Seth Michael Grimme | Registered representative | Jul 2019 (7y) | ||
| Susan Renee Jones | Registered representative | Oct 2019 (7y) | ||
| Daren Eugene Hardesty | Registered representative | CFP | Jan 2020 (7y) | |
| Zachary Blake Unger | Registered representative | May 2021 (5y) | ||
| Grant Leon Thompson | Registered representative | CFP | Mar 2022 (4y) | |
| Kyle Neal Kent | Registered representative | Dec 2022 (4y) | ||
| Samuel Neff | Registered representative | CFP | Sep 2023 (3y) | |
| John Hunter Coffin | Registered representative | Oct 2023 (3y) | ||
| Katrina Nicole Hoetmer | Registered representative | Jan 2024 (3y) | ||
| Alexis Mc Kenzie Wulff | Registered representative | Jul 2024 (2y) | ||
| Monica Lynn Ross | Registered representative | Aug 2024 (2y) | ||
| Christopher Joshua Bahena | Registered representative | Nov 2024 (2y) | ||
| Michele Antoinette Grant | Registered representative | CFP | Oct 2025 (1y) | |
| Grant Edwin Meadows | Registered representative | Oct 2025 (1y) | ||
| Jordan Sterling Zody | Registered representative | Oct 2025 (1y) | ||
| Richard Eugene Middleton | Registered representative | Jan 2026 (1y) | ||
| Aaron Jacob Hunt | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Joe's Money Show Llc | Owner | Mar 2002 | A | 50% – 75% |
| Mellady, Vicky J | Firm Administrator | Jan 2021 | A | Less than 5% |
| Mcneal, Stacy J | Processor | Jan 2021 | A | Less than 5% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Joseph Andrew Clark: 75% – 100% of Joe's Money Show Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $916M (93% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗