RIA Intel›Advisers›Ohio›INFRESH, INC.

INFRESH, INC.

Advisory

FINDLAY, OH

Data as of Jun 30, 2026 · Source: SEC Form ADV

Rank in OH

#695

of 748 advisers by AUM

Average account

$144K

across 432 accounts

AUM per adviser

$62M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 30, 2026.

Total AUM

$62M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$62M

Discretionary AUM$62M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients122

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

122 clients

13 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in OH

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

SINCLAIR GROUP, LLC

$63M

HELIOS INVESTMENTS INC

$63M

FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC

$62M

JARVIS GLOBAL INVESTMENTS, LLC

$63M

CENTRUST WEALTH MANAGEMENT, INC.

$62M

HYLAND WEALTH MANAGEMENT LLC

$63M

Get the full picture on INFRESH, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track INFRESH, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans