RIA Intel›Advisers›Ohio›ZIMMERMAN ADVISORY GROUP, LLC

ZIMMERMAN ADVISORY GROUP, LLC

Advisory

DUBLIN, OH

Data as of Mar 20, 2026 · Source: SEC Form ADV

Average account
$185K
across 169 accounts
AUM per adviser
$31M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM
$31M
Discretionary %
100%
Clients
96
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$31M
Discretionary AUM$31M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients96
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.

EHMLI INVESTMENT ADVISORS LLC
DAYTON, OH
$31M
VAULT INVESTMENT PARTNERS, LLC
FREMONT, OH
$31M
CONFIANCE, LLC
CLEVELAND, OH
$31M
BERTHY CAPITAL MANAGEMENT, LLC
WEST CARROLLTON, OH
$31M
-44.5% 1Y
WEALTH MANAGEMENT GROUP, INC.
$32M
+14.6% 1Y
SOUTHWORTH INVESTMENT MANAGEMENT, LLC
$32M

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