RIA Intel›Advisers›Ohio›BARTLETT & CO. LLC

BARTLETT & CO. LLC

Advisory

N·CINCINNATI, OH

Data as of Apr 12, 2018 · Source: SEC Form ADV

Total AUM

$4.1B

1-Year AUM Growth

+15.5%

3-Year CAGR

+6.3%

Employees

19

Assets Under Management

Total AUM$4.1B

Discretionary AUM$4.1B

Non-Discretionary AUM$51M

Discretionary %98.8%

Total Clients—

Team

Total Employees19

Investment Advisers47

Employee Growth (1Y)—

Filing History

Total Filings on Record15

First FilingMar 2, 2012

Latest FilingApr 12, 2018

🔒 Full AUM trend chart and 15 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BARTLETT & CO. LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.