INVESTMENT ANALYTICS, LLC

RIASEC Registered

Total AUM

$21.9M

Discretionary

$21.9M

100% of AUM

Avg account

$332K

Accounts

Employees

Advisory reps

Firm details

Headquarters: CINCINNATI, Ohio
CRD number: 321918
Website: www.investmentanalytics.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals81.7%
HNWI18.07%
Charitable Organizations0.22%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Investment Analytics, LLC is a small, privately owned limited liability company that serves both individual/family and institutional clients. The firm operates as a capital allocator and provides discretionary portfolio management alongside advisor selection and educational workshops. Its fee model combines a percentage-of-AUM structure with hourly billing. The firm does not position itself as an active ESG investor. Advisory services explicitly include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. The ownership is held by an individual rather than another corporate entity.