RIA Intel›Advisers›Ohio›CONTI, ALLEN CHARLES

CONTI, ALLEN CHARLES

Advisory

OH

Data as of Feb 18, 2026 · Source: SEC Form ADV

Average account
$357K
across 84 accounts
AUM per adviser
$30M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM
$30M
Discretionary %
100%
Clients
84
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$30M
Discretionary AUM$30M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients84
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

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

KAUFMAN & CO FINANCIAL PLANNING INC
CLEVELAND, OH
$30M
-14.3% 1Y
ASPEN MANAGEMENT GROUP LTD
CLEVELAND, OH
$30M
0.0% 1Y
MFH INVESTMENTS INC.
DAYTON, OH
$30M
DEMLAND WEALTH LLC
DEFIANCE, OH
$31M
BERTHY CAPITAL MANAGEMENT, LLC
WEST CARROLLTON, OH
$31M
-44.5% 1Y
DINERGY WEALTH MANAGEMENT, LLC
CINCINNATI, OH
$29M

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