Whitaker-Myers Wealth Managers, Ltd.

RIASEC RegisteredEst. 2020
Total AUM
$851M
Discretionary
$794M
93% of AUM
Avg account
$102K
Accounts
8,347
Employees
30
Advisory reps
21

Firm details

Headquarters
Mansfield, Ohio
CRD number
286093
Registered since
April 9, 2020
Website
whitaker-myers.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Individuals58.79%
  • HNWI34%
  • Pension & Profit Sharing Plans6.3%
  • Corporations / Businesses0.7%
  • Charitable Organizations0.21%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Whitaker-Myers Wealth Managers, Ltd. is an independent registered investment adviser organized as an LLC and active since 2020. The firm serves both individuals/families and institutional clients and describes itself as a capital allocator that can place client capital with third‑party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are flexible and include AUM‑based fees plus hourly and fixed fees. The firm lists professional industry affiliations with accounting and insurance firms. It does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 79%, Exchange Traded Equities 9%, Cash & Cash Equivalents 4%, US Government Bonds 2%, Investment Grade Corp Bonds 2%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%, Private Funds 1%79%
  • Public Funds/Mutual Funds79%
  • Exchange Traded Equities9%
  • Cash & Cash Equivalents4%
  • US Government Bonds2%
  • Investment Grade Corp Bonds2%

Owners & executives

3 of 4
  • John-mark Young

    John-mark Young

    President, Chief Investment OfficerCRD 5523862

  • Kage Rush

    Kage Rush

    Partner and Chief Financial OfficerCRD 7958431

  • Timothy Hilterman

    Timothy Hilterman

    Chief Financial Planning OfficerCRD 5715595

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Contacts

3 of 17
  • David Gearhart

    David Gearhart

    Associate, Financial AdvisorCRD 7883871

  • Chris Vanderzyden

    Chris Vanderzyden

    PresidentCRD 6762880

  • Nicholas Allen

    Nicholas Allen

    Investment Adviser RepresentativeCRD 7628861

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 88

Active vs passive

$540M in ETFs

Passive

92%

$495M

Active

3%

$44.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANECK MORNINGSTAR WIDE MOAT ETF (MOAT)VanEckPassiveLarge Blend$44.8M430,7018.30%
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Location

Primary office

Mansfield, OH

Richland

Location

Mansfield, OH

Headquartered in Mansfield, OH, anchoring the Mansfield-Ashland-Bucyrus, OH metro in the Midwest.

Metro area
Mansfield-Ashland-Bucyrus, OH
Region
Midwest
County
Richland
Address
1485 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth