Finish Well RIA LLC
● SEC registered since 2026CRD 321957SEC# 801-136477Columbus, OH
Reg. AUM
$109M
Employees
2
Accounts
785
Location
Columbus, OH
Finish Well RIA LLC assets under management
Finish Well RIA LLC is an investment advisory firm registered with the SEC based in Columbus, OH. The firm has been registered since 2026. It reports $109 million in regulatory assets under management and employs 2 people.
Finish Well RIA LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Shawn Dale Hogan Control | Managing Member & Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Finish Well RIA LLC manage?
Finish Well RIA LLC reports $109 million in regulatory assets under management on its Form ADV.
How many employees does Finish Well RIA LLC have?
Finish Well RIA LLC reports 2 employees.
Where is Finish Well RIA LLC located?
Finish Well RIA LLC is based in Columbus, OH and has been SEC-registered since 2026.
Does Finish Well RIA LLC disclose fund performance?
Finish Well RIA LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 E Campus View Blvd, Ste 250, Columbus, OH 43235 |
| Phone | (833) 397-3847 |
| Fax | (877) 823-4595 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$109MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$109Mregulatory AUM
Discretionary $109M