Investment adviser · CRD 160622
OSBORN WILLIAMS & DONOHOE, LLC
Investment adviser filing (IA)
CINCINNATI, OH, United States · Form ADV filed Jun 24, 2020
- Regulatory AUM
- $1.28B Form ADV · Item 5.F
- Client accounts
- 1,248 Accounts, not individual clients
- Employees
- 15 Reported in this filing
- Advisory professionals
- 7 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 | 1,208 | $1,217,622,963 | 95.2% |
| Charities | 17 | $34,860,998 | 2.7% |
| Retirement plans | 10 | $17,546,665 | 1.4% |
| Other investment advisers | 13 | $9,015,783 | 0.7% |
Filing source
Form ADV 1435783 · Jun 24, 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 24, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Fixed
Principal office
312 WALNUT STREET, SUITE 1000CINCINNATI, OH, 45202, United States
CRD 160622
Filing source
Form ADV 1435783 · Jun 24, 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.