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| Keyboard |
| Personal Choice Financial Advisors LLC
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|---|---|
| CRD # | 110384 |
| SEC # | 801-121351 |
| CIK # | |
| AUM | 211.3 M (2026-01-20) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 513-588-8080 |
| Address | 4555 Lake Forest Drive Cincinnati, OH 45242-3785 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 131 | 53.5 |
| (b) Individuals (high net worth individuals) | 57 | 157.8 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 610 | 211.3 |
| By Discretionary | ||
| Discretionary | 607 | 206.1 |
| Non-Discretionary | 3 | 5.2 |
| Total | 610 | 211.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 211.3 | |
| Total | 610 | 211.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 16 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
ORCA Investment Management LLC
✚
|
OR | 211.7 M |
|
Rossjohnson & Associates LLC
✚
|
MN | 211.6 M |
|
Silver Lake Capital Partners LLC
✚
|
TX | 211.5 M |
|
KRM Financial Planning & Wealth Management LLC
✚
|
IL | 211.5 M |
|
Virtue Asset Management LLC
✚
|
IL | 211.4 M |
|
Blue Summit Financial Group Inc
✚
|
CA | 211.4 M |
|
Apex Investment Group LLC
✚
|
MA | 211.1 M |
|
Pinnacle Wealth Management LLC
✚
|
CA | 211.1 M |
|
WMKI Group LLC
✚
|
211.0 M | |
|
Phase III Advisory Services Ltd
✚
|
IL | 210.9 M |