On Investment Management Co
Firm details
- Headquarters
- Montgomery, Ohio
- CRD number
- 105662
- Registered since
- November 14, 1971
- Website
- www.onesco.net
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals55.12%
- HNWI39.34%
- Pension & Profit Sharing Plans3.61%
- Corporations / Businesses1.63%
- Charitable Organizations0.3%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
On Investment Management Co. is a corporate advisory firm that manages both individual/family and institutional relationships and acts as a capital allocator to third-party managers. The firm provides portfolio management for individuals and small businesses, financial planning, and the selection of other advisers. It also operates in broker-dealer and insurance broker capacities and maintains registered representatives tied to a broker-dealer. Fee arrangements include percentage-of-AUM fees alongside hourly and fixed-fee engagements. The firm identifies itself as an active ESG investor and allocates to external managers as part of its solution set.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities16%
- State & Local Bonds2%
- Investment Grade Corp Bonds2%
- Non-Investment Grade Corp Bonds2%
Owners & executives
3 of 4
Christopher Hill
President and CEOCRD 2163742
John Moody
Founder, CEO & CIOCRD 1282839
Robert Walker
President, CEOCRD 1330047
Contacts
3 of 205
Janine Halsey
PartnerCRD 5762756
Evan Smith
Registered RepresentativeCRD 5763767
Brandon Lincoln
President & Financial PlannerCRD 5903699
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Montgomery, OH
Hamilton
Location
Montgomery, OH
Headquartered in Montgomery, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 1 Financial Way
- Time zone
- ET (UTC-5)
- Office locations
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