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PRIORITY INVESTMENT MANAGEMENT LLC

Advisory

OH

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account
$81K
across 90 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM
$7M
Discretionary %
100%
Clients
46
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$7M
Discretionary AUM$7M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients46
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

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

PHASE LINE FINANCIAL LLC
$7M
COLETTA CAPITAL, LLC
WESTLAKE, OH
$7M
3CM CAPITAL MANAGEMENT, LLC
$8M
COGNITION FINANCIAL LLC
$8M
GUSTAFSON, BAXTER FINANCIAL SERVICES, INC.
POWELL, OH
$7M
-72.0% 1Y
DUPONT WEALTH SOLUTIONS, LLC
DUBLIN, OH
$7M

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