ON INVESTMENT MANAGEMENT CO
Latest filing: Mar 26, 2025 (67 days ago)
AUM
$2,376,953,646
8% change vs. 1 year ago
-9% change vs. 3 years ago
34% change vs. 5 years ago
170% change vs. 10 years ago
Employee Count
3,193
1450% change vs. 1 year ago
933% change vs. 3 years ago
818% change vs. 5 years ago
859% change vs. 10 years ago
Main Office
CINCINNATI, OH
ONE FINANCIAL WAY, CINCINNATI, OH, UNITED STATES, 45242
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.7 |
| Non-Discretionary | $1.6 |
| Total | $2.4 |
| Client | AUM |
|---|---|
| Retail | $2.3 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $2.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 7,534 | $1.4 |
| Average Individual AUM | $191,841 | |
| HNW | 556 | $0.8 |
| Average HNW AUM | $1,520,180 | |
| Retail Total | 8,090 | $2.3 |
| Average Retail AUM | $283,134 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.4 |
| Retail SMA AUM | $2.3 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 15% | $0.4 |
| Equity Non-Exch | 1% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 2% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 2% | $0.0 |
| HY Credit | 2% | $0.0 |
| Derivatives | 1% | $0.0 |
| Investment Companies | 71% | $1.7 |
| Other Pools | 0% | $0.0 |
| Cash | 2% | $0.0 |
| Other | 0% | $0.0 |
| Total | 97% | $2.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| OHIO NATIONAL INVESTMENTS INC | $26.3 | 107528 | |
| AUGUSTAR DISTRIBUTORS, INC. | $0.0 | broker-dealer | 41081 |
| THE O.N. EQUITY SALES COMPANY | $0.0 | broker-dealer | 2936 |
| OHIO NATIONAL INSURANCE AGENCY, INC. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
222 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JOHN SWEENEY | CINCINNATI | OH | S63|2002-02-21|S65|2014-05-15 | ||||||
| SCOTT BYE | CINCINNATI | OH | S63|1985-12-20|S65|1999-10-05 | PERSONAL FINANCIAL SPECIALIST | |||||
| WILLIAM PENDLETON | CINCINNATI | OH | S63|1993-03-25|S65|2020-07-17 | ||||||
| JEFFREY TAYLOR | CINCINNATI | OH | S63|2013-08-29 | CHARTERED FINANCIAL CONSULTANT | |||||
| DARIN DEQUARDO | CINCINNATI | OH | S65|2021-08-16|S63|2021-04-19 | ||||||
| REX BEHRASHI | CINCINNATI | OH | S63|2012-06-02|S65|2014-12-29 | ||||||
| JACOB MCCONNELL | CINCINNATI | OH | S66|2021-12-02 | ||||||
| DEBRA NELSON | CINCINNATI | OH | S63|2003-10-15|S66|2018-05-29 | ||||||
| TREVOR PFRANG | CINCINNATI | OH | S63|1997-02-20|S65|2001-10-22 | ||||||
| JODY RHODES | CINCINNATI | OH | S63|1983-08-02 | CHARTERED FINANCIAL CONSULTANT | |||||
| MICHELLE DEGREE | CINCINNATI | OH | S63|1994-07-07|S65|2001-02-09|S66|2009-02-27 | ||||||
| MARK MONAHAN | CINCINNATI | OH | S66|2015-08-10 | ||||||
| IAN TREMBLY | CINCINNATI | OH | S63|2021-12-13|S65|2022-09-06 | ||||||
| ANDREW ULLMANN | CINCINNATI | OH | S63|1988-08-22|S65|1999-12-27 | CHARTERED FINANCIAL CONSULTANT | |||||
| ARTHUR SANGER | CINCINNATI | OH | S63|1986-08-22 | CHARTERED FINANCIAL CONSULTANT | |||||
| SCOTT KINE | CINCINNATI | OH | S63|1987-02-07|S65|2012-02-22 | ||||||
| RANDY GORSUCH | CINCINNATI | OH | S63|1991-07-31 | CHARTERED FINANCIAL CONSULTANT | |||||
| DONALD AYERS | CINCINNATI | OH | S63|1996-11-11|S65|1996-12-21 | CHARTERED FINANCIAL CONSULTANT | |||||
| PETER SENTANCE | CINCINNATI | OH | S63|1985-04-24 | CHARTERED FINANCIAL CONSULTANT | |||||
| JANE EDDY | CINCINNATI | OH | S66|2008-06-24 | CHARTERED FINANCIAL CONSULTANT | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $2.4 | $0.0 | 0% | 3,193 | 0 | 0% |
| 2025-04-21 | $2.4 | $0.0 | 0% | 3,193 | 0 | 0% |
| 2024-04-02 | $2.2 | $0.2 | 8% | 206 | 2,987 | 1450% |
| 2023-04-04 | $2.1 | $0.3 | 14% | 256 | 2,937 | 1147% |
| 2022-04-01 | $2.6 | -$0.2 | -9% | 309 | 2,884 | 933% |
| 2021-04-05 | $2.2 | $0.2 | 10% | 298 | 2,895 | 971% |
| 2020-04-01 | $1.8 | $0.6 | 34% | 348 | 2,845 | 818% |
| 2019-04-01 | $1.5 | $0.9 | 62% | 374 | 2,819 | 754% |
| 2018-04-02 | $1.4 | $1.0 | 69% | 374 | 2,819 | 754% |
| 2017-04-01 | $1.0 | $1.4 | 137% | 352 | 2,841 | 807% |
| 2016-04-01 | $0.8 | $1.5 | 186% | 346 | 2,847 | 823% |
| 2015-04-01 | $0.9 | $1.5 | 170% | 333 | 2,860 | 859% |
| 2014-04-01 | $0.7 | $1.7 | 236% | 305 | 2,888 | 947% |
| 2013-04-01 | $0.4 | $1.9 | 442% | 298 | 2,895 | 971% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| OH, AK-08/08/2003, AL-07/28/1999, AR-09/14/2000, AZ-08/01/2003, CA-06/21/1999, CO-04/15/2002, CT-07/12/1999, DC-02/09/2001, DE-01/03/2005, FL-06/22/1999, GA-08/01/2003, HI-04/14/2014, IA-06/17/1999, ID-06/17/1999, IL-06/21/1999, IN-02/28/2001, KS-02/28/2001, KY-02/28/2001, LA-02/28/2001, MA-07/31/2002, MD-07/07/1999, ME-06/30/1999, MI-02/28/2001, MN-06/22/1999, MO-06/21/1999, MS-12/16/2004, MT-12/16/2004, NC-02/28/2001, ND-02/28/2001, NE-08/16/2000, NH-02/28/2001, NJ-07/29/1999, NM-12/16/2004, NV-06/18/1999, NY-02/28/2001, OH-04/15/2002, OK-12/16/2004, OR-02/28/2001, PA-07/06/1999, PR-07/07/1999, RI-12/16/2004, SC-02/28/2001, SD-06/21/1999, TN-08/06/1999, TX-02/28/2001, UT-06/21/1999, VA-07/02/2003, VT-08/05/1999, WA-07/21/1999, WI-07/02/1999, WV-07/12/1999, WY-03/28/2018 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT MANAGER SELECTION |
| OTHER ACTIVITIES |
|
BROKER DEALER REP BROKER DEALER INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV