RIA Intel›Advisers›Ohio›BIGBY FINANCIAL PLANNING, LLC

BIGBY FINANCIAL PLANNING, LLC

Advisory

OH

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account

$160K

across 143 accounts

AUM per adviser

$23M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$23M

Discretionary AUM$0

Non-Discretionary AUM$23M

Discretionary %0%

Total Clients42

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH, 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

42 clients

12 high-net-worth

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.

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CLEVELAND CAPITAL MANAGEMENT, L.L.C.

ROCKY RIVER, OH

$23M

RM INVESTMENT MANAGEMENT INC

$23M

H.C.MEYER, INC.

$22M

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