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CRD 117054
CINCINNATI, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| BRET HUNTINGTON PARRISH | Chartered Financial Analyst | CINCINNATI, OH | 24 | 25 | n/a | no |
| TIMOTHY CHARLES GEHNER | Certified Financial Planner|Chartered Financial Analyst | CINCINNATI, OH | 24 | 30 | n/a | no |
| JASON O'BRIEN JACKMAN | Chartered Financial Analyst | CINCINNATI, OH | 24 | 12 | n/a | no |
| DEAN ANDREW MOULAS | Chartered Financial Analyst | CINCINNATI, OH | 24 | 28 | n/a | no |
| TIMOTHY EDWARD JOHNSON | n/a | CINCINNATI, OH | 23 | 61 | n/a | no |
| JARETT TODD LEVITSKY | Certified Financial Planner | CINCINNATI, OH | 23 | 26 | n/a | no |
| MICHAEL S JORDAN | n/a | CINCINNATI, OH | 18 | 26 | n/a | no |
| JASON MIGUEL FARLER | Chartered Financial Analyst | CINCINNATI, OH | 18 | 20 | n/a | no |
| VINCENT L. RUSSELL | n/a | CINCINNATI, OH | DAYTON, OH | 16 | 19 | 1 | no |
| JOEL DAVID SIEFERT | Chartered Financial Analyst | DAYTON, OH | CINCINNATI, OH | 13 | 28 | n/a | no |
| FRED A BRINK | Certified Financial Planner|Chartered Financial Analyst | CINCINNATI, OH | 13 | 11 | n/a | no |
| ZACHARY J PIERSON | Certified Financial Planner | CINCINNATI, OH | 12 | 21 | n/a | no |
| MATTHEW JAMES YUNG | Certified Financial Planner|Chartered Financial Analyst | CINCINNATI, OH | 12 | 19 | 1 | no |
| GEORGE WONG | Chartered Financial Analyst | CINCINNATI, OH | 12 | 20 | 1 | no |
| JONATHAN M MCEVOY | Certified Financial Planner | CINCINNATI, OH | 12 | 20 | 1 | no |
| SIMON THOMAS BUCHMAN | Certified Financial Planner | CINCINNATI, OH | 12 | 16 | 1 | no |
| CHAD R MAGGARD | Chartered Financial Analyst | CINCINNATI, OH | 12 | 18 | 1 | no |
| CHARLES EDWARD RINEHART | Chartered Financial Analyst | CINCINNATI, OH | 12 | 11 | n/a | no |
| DANIEL ADAM BARNETT | Chartered Financial Analyst | CINCINNATI, OH | 11 | 21 | 1 | no |
| BRIAN A BUTT | Chartered Financial Analyst | CINCINNATI, OH | 11 | 18 | 1 | no |
| MICHAEL SCOTT WYCKOFF | Certified Financial Planner|Chartered Financial Analyst | CINCINNATI, OH | 11 | 11 | n/a | no |
| ANTHONY CHRISTOPHER KURE | Certified Financial Planner | CINCINNATI, OH | Independence, OH | 8 | 19 | 3 | no |
| JOSEPH KENNETH RADIGAN | Certified Financial Planner | INDEPENDENCE, OH | CINCINNATI, OH | 8 | 18 | 2 | no |
| CHRISTOPHER ANTHONY TSCHIEDER | Certified Financial Planner | CINCINNATI, OH | 8 | 26 | n/a | no |
| Christian James Brandetsas | Certified Financial Planner | INDEPENDENCE, OH | CINCINNATI, OH | 7 | 10 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BISCHOFF, SCOTT, JOSEPH | CCO/OWNER MEMBER/OWNER | Na | yes | 04/2005 | May 19, 2026 | May 19, 2026 |
| EASTER, RYAN | COO/OWNER MEMBER/OWNER | Na | yes | 10/2022 | May 19, 2026 | May 19, 2026 |
| GEHNER, TIMOTHY, CHARLES | BOARD MEMBER/OWNER MEMBER/OWNER MEMBER/OWNER | Na | yes | 03/2016 | May 19, 2026 | May 19, 2026 |
| JACKMAN, JASON, O'BRIEN | CEO/BOARD MEMBER/OWNER | A | yes | 03/2012 | May 19, 2026 | May 19, 2026 |
| BRINK, FRED, A | DIRECTOR/OWNER | Na | yes | 03/2022 | Mar 29, 2023 | Sep 20, 2024 |
| COATES, DALE, HOWARD | Director | Na | yes | 10/2001 | Mar 19, 2012 | Sep 20, 2024 |
| JOHNSON, TIMOTHY, EDWARD | Director | Na | yes | 10/2001 | Mar 19, 2012 | Sep 20, 2024 |
| LEVITSKY, JARETT, TODD | DIRECTOR/OWNER | Na | yes | 03/2022 | Mar 29, 2023 | Sep 20, 2024 |
| PARRISH, BRET, HUNTINGTON | OWNER/DIRECTOR | A | yes | 02/2021 | Mar 27, 2013 | Sep 20, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| JOHNSON TRUST COMPANY | n/a | n/a | n/a | Y | yes | Oh |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Cincinnati | Oh | United States | 33 | no |
| Dayton | Oh | United States | 6 | no |
| Independence | Oh | United States | 5 | no |
| Columbus | Oh | United States | 4 | no |
| Livonia | Mi | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 9, 2026 | $23B | $23B | 164 | 76 | 5 | n/a | n/a |
| 2024 | Mar 28, 2025 | $21B | $21B | 157 | 73 | 5 | n/a | n/a |
| 2023 | Mar 21, 2024 | $19B | $18B | 151 | 79 | 5 | n/a | n/a |
| 2022 | Mar 29, 2023 | $16B | $16B | 131 | 70 | 5 | n/a | n/a |
| 2021 | Mar 25, 2022 | $19B | $19B | 125 | 69 | 5 | n/a | n/a |
| 2020 | Mar 23, 2021 | $16B | $15B | 140 | 68 | 5 | n/a | n/a |
| 2019 | Mar 27, 2020 | $13B | $13B | 136 | 68 | 5 | n/a | n/a |
| 2018 | Mar 29, 2019 | $11B | $11B | 116 | 68 | 4 | n/a | n/a |
| 2017 | Mar 27, 2018 | $10B | $10B | 116 | 57 | 4 | n/a | n/a |
| 2016 | Mar 30, 2017 | $9.1B | $9.1B | 109 | 55 | n/a | n/a | n/a |
| 2015 | Mar 24, 2016 | $8.3B | $8.3B | 109 | 55 | n/a | n/a | n/a |
| 2014 | Mar 30, 2015 | $8.7B | $8.7B | 105 | 58 | n/a | n/a | n/a |
| 2013 | Mar 27, 2014 | $8.2B | $8.2B | 105 | 52 | n/a | n/a | n/a |
| 2012 | Mar 27, 2013 | $7.2B | $7.2B | 98 | 49 | n/a | n/a | n/a |
| 2011 | Mar 19, 2012 | $6.7B | $6.7B | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 5 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $23B | $21B | 10.1% | $16B | 12.1% | 164 | 157 | 5 | 5 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| MAGIS WEALTH PLANNING | 2 | Apr 19, 2018 | Jul 19, 2017 | BRECKSVILLE, OH | Team lift out | Other | 100.0% |