Cbiz Financial Solutions, Inc.
● SEC registered since 1999CRD 16678SEC# 801-56332Cleveland, OH
Reg. AUM
$8.9M
Employees
19
Accounts
11
Location
Cleveland, OH
Cbiz Financial Solutions, Inc. assets under management
Cbiz Financial Solutions, Inc. operates as an SEC-registered investment adviser based in Cleveland, OH. The firm has been registered since 1999. It reports $8.9 million in regulatory assets under management and employs 19 people.
Cbiz Financial Solutions, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cbiz Operations Inc. Control | Parent Company | Over 75% | 1998 |
| Christopher Mark Brown Control | Chief Compliance Officer And Executive Representative | Under 5% | 2021 |
| Edward Howard Bridges Control | Principal Financial And Operations Officer | Under 5% | 2006 |
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Join to unlock · $37/moFrequently asked questions
How much does Cbiz Financial Solutions, Inc. manage?
Cbiz Financial Solutions, Inc. reports $8.9 million in regulatory assets under management on its Form ADV.
How many employees does Cbiz Financial Solutions, Inc. have?
Cbiz Financial Solutions, Inc. reports 19 employees.
Where is Cbiz Financial Solutions, Inc. located?
Cbiz Financial Solutions, Inc. is based in Cleveland, OH and has been SEC-registered since 1999.
Does Cbiz Financial Solutions, Inc. disclose fund performance?
Cbiz Financial Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5959 Rockside Woods Blvd N, Suite 600, Cleveland, OH 44131 |
| Phone | 216-447-9000 |
| Fax | 216-447-9007 |
| Office hours | 9:30 a.m. To 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$8.9M▼ 63%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$8.9Mregulatory AUM
Discretionary $8.9M