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| Keyboard |
| on Investment Management Co
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|---|---|
| CRD # | 105662 |
| SEC # | 801-7941 |
| CIK # | |
| AUM | 3,152.5 M (2026-04-30) |
| Employees | 196 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 855-262-0913 |
| Address | One Financial Way Cincinnati, OH 45242 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8,523 | 1.7 |
| (b) Individuals (high net worth individuals) | 794 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 204 | 0.1 |
| (h) Charitable organizations | 16 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 31 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 14,153 | 3.2 |
| By Discretionary | ||
| Discretionary | 2,787 | 0.9 |
| Non-Discretionary | 11,366 | 2.2 |
| Total | 14,153 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 14,153 | 3.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 308 |
| Serves | Institutional, Retail |
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|---|---|---|
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