RIA Intel›Advisers›Ohio›PERSONAL CHOICE FINANCIAL ADVISORS, LLC

PERSONAL CHOICE FINANCIAL ADVISORS, LLC

Advisory

Y·CINCINNATI, OH

Data as of Jan 20, 2026 · Source: SEC Form ADV

Total AUM
$211M
1-Year AUM Growth
+12.1%
3-Year CAGR
+3.2%
Employees
6
Assets Under Management
Total AUM$211M
Discretionary AUM$206M
Non-Discretionary AUM$5M
Discretionary %97.5%
Total Clients188
Team
Total Employees6
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record32
First FilingMar 27, 2001
Latest FilingJan 20, 2026
🔒 Full AUM trend chart and 32 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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