Investment adviser · CRD 286002

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Investment adviser filing (IA)

CLEVELAND, OH, United States · Form ADV filed Mar 20, 2026

Regulatory AUM: $12.8B
Client accounts: 2,850
Employees: 93
Advisory professionals: 87

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Retirement plans	730	$8,156,641,854	63.9%
Government entities	243	$1,826,003,517	14.3%
Other clients	68	$1,776,022,589	13.9%
High-net-worth individuals	383	$415,170,191	3.3%
Individuals	1,382	$311,966,015	2.4%
Banks & thrifts	16	$177,769,017	1.4%
Charities	14	$70,491,107	0.6%
Corporations & businesses	14	$28,105,207	0.2%

Filing source

Form ADV 2078038 · Mar 20, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 20, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

5959 ROCKSIDE WOODS BLVD N, SUITE 600
CLEVELAND, OH, 44131, United States

CRD 286002

Filing source

Form ADV 2078038 · Mar 20, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.