RIA Intel›Advisers›Ohio›LIFE, INC. RETIREMENT SERVICES

LIFE, INC. RETIREMENT SERVICES

Advisory

OH

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in OH

#618

of 748 advisers by AUM

Average account

$381K

across 240 accounts

AUM per adviser

$18M

5 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$92M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

8

Assets Under Management

Total AUM$92M

Discretionary AUM$19M

Non-Discretionary AUM$73M

Discretionary %20.5%

Total Clients229

Team

Total Employees8

Investment Advisers5

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates In7 states

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

229 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.

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KPB INVESTMENT ADVISORS LLC

$91M

$91M

KYLESHILL GROUP, LLC

$92M

EAGLE EYE ADVISORY LLC

$91M

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