RIA Intel›Advisers›Ohio›SCHMERGE EXECUTIVE PLANNING SERVICES, INC.

SCHMERGE EXECUTIVE PLANNING SERVICES, INC.

Advisory

CINCINNATI, OH

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in OH

#720

of 748 advisers by AUM

Average account

$316K

across 169 accounts

AUM per adviser

$53M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$53M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$53M

Discretionary AUM$53M

Non-Discretionary AUM$537K

Discretionary %99%

Total Clients66

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InKY, MI, OH

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

66 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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ONCENTER FINANCIAL ADVISORS LLC

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