RIA Intel›Advisers›Ohio›SOUTHWORTH INVESTMENT MANAGEMENT, LLC

SOUTHWORTH INVESTMENT MANAGEMENT, LLC

Advisory

OH

Data as of Feb 9, 2026 · Source: SEC Form ADV

Average account

$2M

across 20 accounts

AUM per adviser

$32M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$32M

Discretionary AUM$10M

Non-Discretionary AUM$22M

Discretionary %31.3%

Total Clients8

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

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

8 clients

3 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.

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ALTUS CAPITAL INC.

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$32M

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