Cbiz Investment Advisory Services, LLC
● SEC registered since 2017CRD 286002SEC# 801-108996Cleveland, OH
Reg. AUM
$12.76B
Employees
93
Accounts
2,850
Location
Cleveland, OH
Cbiz Investment Advisory Services, LLC assets under management
Cbiz Investment Advisory Services, LLC operates as an SEC-registered investment adviser based in Cleveland, OH. The firm has been registered since 2017. It reports $12.8 billion in regulatory assets under management and employs 93 people.
Cbiz Investment Advisory Services, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cbiz Operations Inc. Control | Sole Member | Over 75% | 2016 |
| Christopher Mark Brown Control | Chief Compliance Officer | Under 5% | 2021 |
| James Andrew King Control | President | Under 5% | 2024 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cbiz Investment Advisory Services, LLC manage?
Cbiz Investment Advisory Services, LLC reports $12.8 billion in regulatory assets under management on its Form ADV.
How many employees does Cbiz Investment Advisory Services, LLC have?
Cbiz Investment Advisory Services, LLC reports 93 employees.
Where is Cbiz Investment Advisory Services, LLC located?
Cbiz Investment Advisory Services, LLC is based in Cleveland, OH and has been SEC-registered since 2017.
Does Cbiz Investment Advisory Services, LLC disclose fund performance?
Cbiz Investment Advisory Services, LLC 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. - 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$12.76B▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$12.76Bregulatory AUM
Discretionary $12.76B