RIA Intel›Advisers›Ohio›BAUER FINANCIAL SERVICES, INC.

BAUER FINANCIAL SERVICES, INC.

Advisory

OH

Data as of Jan 23, 2026 · Source: SEC Form ADV

Average account

$316K

across 67 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 23, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients67

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, OH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

67 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

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

RUBY CORPORATION

$21M

$21M

ENTRYPOINT WEALTH MANAGEMENT, LLC

$22M

GURNEE GROUP, LLC

$22M

THE DAVENPORT FINANCIAL GROUP, INC.

$22M

$21M

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