RIA Intel›Advisers›Ohio›FAMILY FINANCIAL SERVICES, LLC

FAMILY FINANCIAL SERVICES, LLC

Advisory

OH

Data as of Jan 5, 2026 · Source: SEC Form ADV

Rank in OH

#604

of 748 advisers by AUM

Average account

$2M

across 58 accounts

AUM per adviser

$98M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM

$98M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$98M

Discretionary AUM$0

Non-Discretionary AUM$98M

Discretionary %0%

Total Clients58

Team

Total Employees1

Investment Advisers1

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

58 clients

18 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.

MARKER FINANCIAL LLC

$98M

INCLINE WEALTH ADVISORS, LLC

$98M

FAITH FINANCIAL ADVISORS, INC.

$97M

FINANCIAL COUNSELING, INC.

$100M

LOGIX INVESTMENTS LLC

$100M

BUCKEYE FINANCIAL SOLUTIONS, INC.

$96M

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