Ohio Cu Financial

Overview

Ohio Cu Financial, LLC is an Ohio-registered limited liability company that combines insurance brokerage with advisory services for individuals and small businesses. The firm charges fees as a percentage of assets under management and lists portfolio management and pension consulting among its advisory activities. It identifies as a non–capital allocator and does not describe itself as an active ESG investor or a multistate adviser, indicating a primary operational focus within Ohio. The business mixes insurance distribution with investment advice, which aligns with its industry affiliation to banking or thrift institutions. Ownership is recorded as a mix of a domestic entity and an individual, and the firm is not newly formed.

Investments & Alternatives

Location & Offices