On Investment Management Co is a large advisory firm based in Cincinnati. It manages $1.46 billion of regulatory assets for 10,580 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
On Investment Management provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and morningstar investment services llc, sei, assetmark, brinker capital, lockwood, symmetry partners, lindner capital, envestnet. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of On Investment Management Co is $1.46 billion. The firm's AUM has grown by 375% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay On Investment Management Co for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Gary Thomas Huffman is individuals with 8,567 clients and $1.14 billion of assets under management. Among the 9 most similar advisory firms, On Investment Management has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $1.46 billion for 9,000 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
On Investment Management doesn't advise any private funds.
The company employs 374 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 374 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Gary Thomas Huffman has been acting as President since 1 Jan 2011. Harry Douglas Cooke joined the executive team most recently as the Director.
The principal office where On Investment Management Co performs its advisory services is located at One Financial Way, Cincinnati, OH 45242 The mailing address of the firm is P.O. Box 371, Cincinnati, OH 45201 0371. An additional office of the firm is in Lee's Summit, MO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 855-262-0913 or by fax 513-794-4604. The normal business hours are 8:30 am est - 5:00 pm est on Monday - Friday.