RIA Intel›Advisers›Ohio›LOHISER INVESTMENT MANAGEMENT, INC.

LOHISER INVESTMENT MANAGEMENT, INC.

Advisory

OH

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

Average account

$395K

across 37 accounts

AUM per adviser

$15M

1 advisers

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

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients17

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

17 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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$14M

WEALTH CAPITAL MANAGEMENT GROUP, LLC

NORTH ROYALTON, OH

$15M

PHILIPP CAPITAL ADVISORS LLC

$14M

FLEGAL FINANCIAL PLANNING LLC

$14M

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