RIA Intel›Advisers›Ohio›IDEAS IN FINANCE

IDEAS IN FINANCE

Advisory

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account

$733K

across 15 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, TX

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

15 clients

15 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.

KOEPF FINANCIAL GROUP L.L.C

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GREAT LAKES FINANCIAL COMPANIES INC.

TWINSBURG, OH

$11M

VILLE WEALTH MANAGEMENT LLC

$11M

YOUR WEALTH FINANCIAL SOLUTIONS, LLC

$11M

DEEM ASSET MANAGEMENT, LLC

$11M

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