RIA Intel›Advisers›Ohio›KOEPF FINANCIAL GROUP L.L.C

KOEPF FINANCIAL GROUP L.L.C

Advisory

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

Average account

$138K

across 80 accounts

AUM per adviser

$11M

1 advisers

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

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$8M

Non-Discretionary AUM$3M

Discretionary %72.7%

Total Clients42

Team

Total Employees1

Investment Advisers1

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

42 clients

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.

IDEAS IN FINANCE

$11M

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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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