RIA Intel›Advisers›Ohio›ON INVESTMENT MANAGEMENT CO

ON INVESTMENT MANAGEMENT CO

Advisory

N·CINCINNATI, OH

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$3.2B

1-Year AUM Growth

+5.6%

3-Year CAGR

+0.5%

Employees

196

Assets Under Management

Total AUM$3.2B

Discretionary AUM$904M

Non-Discretionary AUM$2.2B

Discretionary %28.7%

Total Clients8,323

Team

Total Employees196

Investment Advisers196

Employee Growth (1Y)—

Filing History

Total Filings on Record28

First FilingFeb 28, 2001

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 28 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ON INVESTMENT MANAGEMENT CO

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.