ON INVESTMENT MANAGEMENT CO
Firm details
- Headquarters
- MONTGOMERY, Ohio
- CRD number
- 105662
- Registered since
- November 14, 1971
- Website
- www.onesco.net
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals55.12%
- HNWI39.34%
- Pension & Profit Sharing Plans3.61%
- Corporations / Businesses1.63%
- Charitable Organizations0.3%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
On Investment Management Co. is a long-established corporate investment adviser that has been SEC-registered since 1971 and operates as a capital allocator for both individual/family and institutional clients. The firm combines advisory services with broker‑dealer and insurance-broker activities and maintains registered representatives tied to a broker‑dealer. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, and selection of third‑party managers. Compensation is mixed: percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm identifies itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities16%
- State & Local Bonds2%
- Investment Grade Corp Bonds2%
- Non-Investment Grade Corp Bonds2%
Owners & executives
3 of 5ANDREW VANHOY
Vice President and Chief Compliance OfficerCRD 3012299
NANCY WESTBROCK
President and Chief Executive OfficerCRD 5637288
ROBERT WALKER
President, CEOCRD 1330047
Contacts
3 of 207MEGAN MONTGOMERY
Owner and AdvisorCRD 6664028
Tracy Ford
Registered RepresentativeCRD 7267517
ZACHARY MORLEY
Financial AdvisorCRD 6538809
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MONTGOMERY, OH
HAMILTON
Location
MONTGOMERY, OH
Headquartered in MONTGOMERY, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 1 Financial Way
- Time zone
- ET (UTC-5)
- Office locations
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