RIA Intel›Advisers›Ohio›SAMUELS FINANCIAL SERVICES, INC.

SAMUELS FINANCIAL SERVICES, INC.

Advisory

YOUNGSTOWN, OH

Data as of May 8, 2026 · Source: SEC Form ADV

Average account

$785K

across 43 accounts

AUM per adviser

$34M

1 advisers

Source: SEC Form ADV. Figures as filed May 8, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$34M

Discretionary AUM$9M

Non-Discretionary AUM$25M

Discretionary %26.7%

Total Clients43

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOH

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

43 clients

43 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.

WAY STREET FINANCIAL, LLC

$34M

PRELUDE FINANCIAL, LLC

$34M

RANDY L. COPUS & ASSOCIATES LLC.

$34M

SILVERLEAF INVESTMENT GROUP, LLC

$34M

TROYAN & ASSOCIATES, INC

$34M

CINCAP ASSET MANAGEMENT, LLC

$34M

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