RIA Intel›Advisers›Ohio›BEHLKE, THOMAS WILLIAM

BEHLKE, THOMAS WILLIAM

Advisory

OH

Data as of Feb 17, 2026 · Source: SEC Form ADV

Average account

$341K

across 85 accounts

AUM per adviser

$29M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$29M

Discretionary AUM$27M

Non-Discretionary AUM$2M

Discretionary %94.5%

Total Clients69

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMI, OH, TX

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

69 clients

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

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