RIA Intel›Advisers›Ohio›NEO INVESTMENT COUNSEL, LLC

NEO INVESTMENT COUNSEL, LLC

Advisory

CLEVELAND, OH

Data as of May 11, 2026 · Source: SEC Form ADV

Rank in OH

#644

of 748 advisers by AUM

Average account

$1M

across 59 accounts

AUM per adviser

$81M

1 advisers

Source: SEC Form ADV. Figures as filed May 11, 2026.

Total AUM

$81M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$81M

Discretionary AUM$78M

Non-Discretionary AUM$3M

Discretionary %95.8%

Total Clients25

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

25 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

MOY INVESTMENT MANAGEMENT, LLC

$81M

THOMAS & COMPANY LLC

$81M

CROSBY ADVISORY GROUP, LLC

$81M

$81M

SR FINANCIAL SERVICES, INC.

$82M

PERSONAL FINANCIAL ADVISORS, INC.

PICKERINGTON, OH

$80M

Get the full picture on NEO INVESTMENT COUNSEL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track NEO INVESTMENT COUNSEL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans