RIA Intel›Advisers›Ohio›MDOGG INC

MDOGG INC

Advisory

BEACHWOOD, OH

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account

$183K

across 96 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$18M

Discretionary AUM$15M

Non-Discretionary AUM$2M

Discretionary %86.3%

Total Clients96

Team

Total Employees4

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

96 clients

16 high-net-worth

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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$17M

MAIN STREET INVESTMENT MANAGEMENT, LLC

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$17M

ANALYTICAL PORTFOLIO SOLUTIONS, LLC

$18M

FSC ADVISORS LLC

NORTH CANTON, OH

$17M

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