This firm's name, 1 more advisory client and 3 more Schedule C rows

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OCIO in Ohio

OCIO· OH
OCIOprobableDC plan focus
No date on record · this record
Advisory clients on the tape
4
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
987
filed Mar 20, 2026
ADV institutional RAUM
$10B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$13B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.79; discretionary RAUM $13B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
4 allocators

+1 more advisory client

Every name, record and relationship behind this count, with the source on each.

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Schedule C rows
6 rows, $502,852 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Liberty Utilities Defined Benefit Pension Plan202427 50NONE$163,285
Hourly Employees Retirement Plan of Bradken, Inc.202416 50NONE$100,000
Lewis Brothers Bakeries, Inc. Pension Plan202427INVESTMENT ADVISOR$79,689

+3 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Form ADV readings
  • charity clients 14 Mar 20, 2026 reported
  • government clients 243 Mar 20, 2026 reported
  • institutional clients 987 Mar 20, 2026 reported
  • pension plan clients 730 Mar 20, 2026 reported
  • raum discretionary $13B Mar 20, 2026 reported
  • raum institutional $10B Mar 20, 2026 reported
  • raum total $13B Mar 20, 2026 reported
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