RIA Intel›Advisers›Ohio›PRELUDE FINANCIAL, LLC

PRELUDE FINANCIAL, LLC

Advisory

WADSWORTH, OH

Data as of Feb 28, 2026 · Source: SEC Form ADV

Average account
$311K
across 108 accounts
AUM per adviser
$34M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 28, 2026.

Total AUM
$34M
Discretionary %
0%
Clients
36
Employees
1

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$34M
Discretionary AUM$0
Non-Discretionary AUM$34M
Discretionary %0%
Total Clients36
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

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

WAY STREET FINANCIAL, LLC
BRUNSWICK, OH
$34M
SAMUELS FINANCIAL SERVICES, INC.
YOUNGSTOWN, OH
$34M
HARVEST ADVISORS, LLC
CANTON, OH
$33M
SILVERLEAF INVESTMENT GROUP, LLC
$34M
-94.4% 1Y
RANDY L. COPUS & ASSOCIATES LLC.
LAKEVIEW, OH
$34M
FRY HENSLEY & CO
CINCINNATI, OH
$33M
+2.3% 1Y

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