CBIZ INVESTMENT ADVISORY SERVICES, LLC

RIASEC RegisteredEst. 2017

Total AUM

$12.8B

Discretionary

$12.8B

100% of AUM

Avg account

$4.5M

Accounts

2,850

Employees

Advisory reps

Firm details

Headquarters: CLEVELAND, Ohio
CRD number: 286002
Registered since: February 8, 2017
Website: www.cbiz.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., VOYA FINANCIAL ADVISORS, INC., EMPOWER FINANCIAL SERVICES, INC., TIAA ASSET MANAGEMENT
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans63.91%
State / Municipal Government14.31%
Other13.92%
HNWI3.25%
Individuals2.44%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cbiz Investment Advisory Services, LLC is an SEC-registered investment adviser organized as an LLC and operating as a capital allocator to both individual/family and institutional clients. The firm provides a mix of financial planning and portfolio management services across individual accounts, pooled vehicles and institutional/business mandates. Its advisory toolkit includes pension consulting, selection of third‑party advisers and educational seminars, and it charges clients via asset‑based fees as well as hourly and fixed-fee arrangements. The firm maintains relationships with broker‑dealers, insurance providers, accountants and real‑estate brokers, reflecting a multi‑disciplinary approach to client servicing. It does not identify as an active ESG investor.