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CBIZ INVESTMENT ADVISORY SERVICES, LLC
CRD 286002 · SEC 801-108996
5959 ROCKSIDE WOODS BLVD N, SUITE 600, CLEVELAND, OH, 44131, United States
Phone
216-447-9000
Fax
216-447-9007
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$12.76B
Discretionary AUM
$12.76B
Team
93 total employees; 87 advisory reps; 768 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsPERFORMANCE REPORTING, FIDUCIARY SERVICES AND ADMNISTRATIVE SUPPORT SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1382 | $312.0M |
| High net worth individuals | 383 | $415.2M |
| Banking/thrift institutions | 16 | $177.8M |
| Pension/profit sharing plans | 730 | $8.16B |
| Charitable organizations | 14 | $70.5M |
| State/municipal entities | 243 | $1.83B |
| Corporations/business entities | 14 | $28.1M |
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
Official SEC filing: View on IAPD