RIA Intel›Advisers›Ohio›CLEVELAND RESEARCH COMPANY LLC

CLEVELAND RESEARCH COMPANY LLC

Advisory

CLEVELAND, OH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM

—

1-Year AUM Growth

—

3-Year CAGR

—

Employees

123

Assets Under Management

Total AUM—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %—

Total Clients22

Team

Total Employees123

Investment Advisers64

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

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

22 clients

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

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