RIA Intel›Advisers›Michigan›OHLMANN INVESTMENT ADVISORS LLC

OHLMANN INVESTMENT ADVISORS LLC

Advisory

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$180K

across 96 accounts

AUM per adviser

$9M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients50

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN, MI

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

50 clients

2 high-net-worth

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

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