RIA Intel›Advisers›Ohio›JR MESENBURG AND ASSOCIATES, LLC

JR MESENBURG AND ASSOCIATES, LLC

Advisory

COLUMBUS, OH

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in OH
#551
of 748 advisers by AUM
AUM change, 1 year
0.0%
25th percentile in OH
AUM CAGR, 3 year
+2.0%
compound annual growth
Average account
$4M
across 29 accounts
AUM per adviser
$118M
1 advisers
Filing history
9
filings since 2007

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM
$118M
1-Year AUM Growth
0.0%
3-Year CAGR
+2.0%
Employees
1
Assets Under Management
Total AUM$118M
Discretionary AUM$118M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients33
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record9
First FilingJul 17, 2007
Latest FilingMar 17, 2026
Full AUM trend chart and 9 historical filings spanning 19+ years
Included with Pro →
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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