RIA Intel›Advisers›Ohio›PETERS MANAGEMENT GROUP LLC

PETERS MANAGEMENT GROUP LLC

Advisory

WESTERVILLE, OH

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in OH

#745

of 748 advisers by AUM

Average account

$114K

across 426 accounts

AUM per adviser

$24M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$49M

Discretionary %

99.2%

Clients

215

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$49M

Discretionary AUM$48M

Non-Discretionary AUM$406K

Discretionary %99.2%

Total Clients215

Team

Total Employees2

Investment Advisers2

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.

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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

215 clients

6 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.

GREENROCK ADVISORY LLC

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YERKES FINANCIAL ADVISORS, INC.

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+5.7% 1Y

LIEBER SCOTT THOMAS

REYNOLDSBURG, OH

$49M

SCOTT S. DUKO, REGISTERED INVESTMENT ADVISOR, LTD.

CANFIELD, OH

$48M

ASSET PLANNING MANAGEMENT & RESEARCH INC

COLUMBUS, OH

$49M

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