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ON INVESTMENT MANAGEMENT CO
CRD 105662 · SEC 801-7941
ONE FINANCIAL WAY, CINCINNATI, OH, 45242, United States
Phone
855-262-0913
Fax
513-794-4604
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.15B
Discretionary AUM
$904.4M
Team
196 total employees; 196 advisory reps; 308 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersSEI, ASSETMARK, BRINKER CAPITAL, BNY MELLON ADVISORS, INC, SYMMETRY PARTNERS, ENVESTNET
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8523 | $1.74B |
| High net worth individuals | 794 | $1.24B |
| Pension/profit sharing plans | 204 | $113.8M |
| Charitable organizations | 16 | $9.6M |
| Corporations/business entities | 31 | $51.3M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD