RIA Intel›Advisers›Ohio›GEORGE FINANCIAL SERVICES LLC

GEORGE FINANCIAL SERVICES LLC

Advisory

CANTON, OH

Data as of Mar 20, 2026 · Source: SEC Form ADV

Average account

$114K

across 175 accounts

AUM per adviser

$10M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$20M

Discretionary AUM$18M

Non-Discretionary AUM$2M

Discretionary %92.2%

Total Clients175

Team

Total Employees2

Investment Advisers2

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

175 clients

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

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

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LANDFALL FINANCIAL ADVISORS, INC.

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