Investment adviser · CRD 144498
FIRST OHIO PLANNING, LLC
Investment adviser filing (IA)
COLUMBUS, OH, United States · Form ADV filed Jun 23, 2020
- Regulatory AUM
- $256M Form ADV · Item 5.F
- Client accounts
- 653 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| High-net-worth individuals | 80 | $167,945,059 | 65.6% |
| Retirement plans | 28 | $44,057,133 | 17.2% |
| Individuals | 239 | $42,313,209 | 16.5% |
| Corporations & businesses | 3 | $1,587,775 | 0.6% |
Filing source
Form ADV 1435093 · Jun 23, 2020 · 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: Jun 23, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1429 KING AVENUECOLUMBUS, OH, 43212, United States
CRD 144498
Filing source
Form ADV 1435093 · Jun 23, 2020 · 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.