This firm's name, 7 more advisory clients and 27 more Schedule C rows

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OCIO in Ohio

OCIO· Cincinnati, OH
OCIOprobable
No date on record · this record
Advisory clients on the tape
10
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
169
filed Mar 31, 2026
ADV institutional RAUM
$24B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$16B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.99; discretionary RAUM $16B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
10 allocators

+7 more advisory clients

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

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Schedule C rows
30 rows, $2.7M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
UC Health Retirement Plan202428 51NONE$217,558
Meijer Omp Pension Plan202416NONE$165,317
Meijer Hourly Pension Plan202416NONE$110,211

+27 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 164 Mar 31, 2026 reported
  • government clients 5 Mar 31, 2026 reported
  • institutional clients 169 Mar 31, 2026 reported
  • raum discretionary $16B Mar 31, 2026 reported
  • raum institutional $24B Mar 31, 2026 reported
  • raum total $24B Mar 31, 2026 reported
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