Investment adviser · CRD 16678
CBIZ RETIREMENT PLAN ADVISORY SERVICES
Investment adviser filing (IA)
CBIZ FINANCIAL SOLUTIONS, INC.
CLEVELAND, OH, United States · Form ADV filed Mar 5, 2026
- Regulatory AUM
- $8.87M Form ADV · Item 5.F
- Client accounts
- 11 Accounts, not individual clients
- Employees
- 19 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 11 | $8,873,081 | 100.0% |
Filing source
Form ADV 2052969 · Mar 5, 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 fundsThe 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 5, 2026. View historical filings
Reported services
Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
5959 ROCKSIDE WOODS BLVD N, SUITE 600CLEVELAND, OH, 44131, United States
CRD 16678
Filing source
Form ADV 2052969 · Mar 5, 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.