RIA IntelAdvisersOhioALBAN INVESTMENT MANAGEMENT, LLC

ALBAN INVESTMENT MANAGEMENT, LLC

Advisory

OH

Data as of Apr 20, 2026 · Source: SEC Form ADV

Rank in OH
#738
of 748 advisers by AUM
Average account
$212K
across 236 accounts

Source: SEC Form ADV. Figures as filed Apr 20, 2026.

Total AUM
$50M
1-Year AUM Growth
3-Year CAGR
Employees
0
Assets Under Management
Total AUM$50M
Discretionary AUM$50M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients82
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

TRUE NORTH FINANCIAL ADVISORS, LLC
HILLIARD, OH
$50M
DAVID BODNAR ADVISORS LLC
CINCINNATI, OH
$50M
+0.5% 1Y
21ST CENTURY EQUITY ADVISORS CORPORATION
WORTHINGTON, OH
$50M
MCGERVEY WEALTH MANAGEMENT, LLC
NORTH CANTON, OH
$50M
+46.5% 1Y
ASPYRE ADVISORS, LLC
DAYTON, OH
$50M
-1.3% 1Y
PARALLEL EQUITY ADVISORS LTD.
DUBLIN, OH
$50M

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