RIA Intel›Advisers›Ohio›ISAACS & ASSOCIATES, LLC

ISAACS & ASSOCIATES, LLC

Advisory

CINCINNATI, OH

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in OH
#668
of 748 advisers by AUM
Average account
$425K
across 169 accounts
AUM per adviser
$72M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$72M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$72M
Discretionary AUM$0
Non-Discretionary AUM$72M
Discretionary %0%
Total Clients169
Team
Total Employees4
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKY, OH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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