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HA LLC

Advisory

OH

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in OH
#719
of 748 advisers by AUM
Average account
$150K
across 363 accounts
AUM per adviser
$54M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$54M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$54M
Discretionary AUM$0
Non-Discretionary AUM$54M
Discretionary %0%
Total Clients54
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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