Tishy Financial LLC
Firm details
- Headquarters
- West Chester, Ohio
- CRD number
- 327162
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI55.58%
- Individuals44.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Tishy Financial LLC is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and educational seminars. Its fee model combines percentage-of-assets-under-management and fixed-fee arrangements. The ADV indicates the firm does not position itself as a capital allocator and is not an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
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 Funds82%
- Cash & Cash Equivalents18%
Contacts
1 of 1
Ryan Tishy
Financial AdvisorCRD 6703014
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Chester, OH
Hamilton
Location
West Chester, OH
Headquartered in West Chester, 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
- 9624 Cincinnati Columbus Rd
- Time zone
- ET (UTC-5)
- Office locations
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