RIA Intel›Advisers›Ohio›INVESTMENT ANALYTICS, LLC

INVESTMENT ANALYTICS, LLC

Advisory

CINCINNATI, OH

Data as of Jun 26, 2026 · Source: SEC Form ADV

Average account

$332K

across 66 accounts

AUM per adviser

$7M

3 advisers

Source: SEC Form ADV. Figures as filed Jun 26, 2026.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$4K

Discretionary %100%

Total Clients19

Team

Total Employees3

Investment Advisers3

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

19 clients

7 high-net-worth

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

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