# CONSTELLATION INVESTMENTS, INC.

CONSTELLATION INVESTMENTS, INC. of MONTGOMERY, OH is an SEC-registered investment adviser.

## Registration

- CRD: 107528
- Type: SEC-registered investment adviser
- SEC file number: 801-51396
- Location: ONE FINANCIAL WAY, MONTGOMERY, OH, 45242
- Phone: 513-794-6100
- Latest filing: 2026-03-31
- Regulatory AUM: $31.5B
- Discretionary AUM: $31.5B
- Clients: 45
- Accounts: 15

## Business model

- Compensation: % of AUM, Other
- Clients served: Pooled vehicles, Investment cos

## Officers, owners & control persons (47)

_Showing 25 of 47 people._

| Name | Role | Location |
| --- | --- | --- |
| Alexandre Decary | TRUSTEE | New York, NY |
| Ying Soong | TRUSTEE | Toronto, A6 |
| Martin Rudolph | DIRECTOR & VICE-PRESIDENT; VICE\_PRESIDENT; VICE-PRESIDENT | Moon Township, PA |
| Robert Todd Brockman | TREASURER | — |
| Gregory Svend Nielsen | TRUSTEE | — |
| Philippe Francois Charette | TRUSTEE | — |
| Syed Salman Hasnain | TRUSTEE | — |
| Sachin Jain | DIRECTOR, PRESIDENT | — |
| Megan K Meyer | GENERAL COUNSEL | — |
| Jonathan Morton Egol | DIRECTOR, | — |
| Marc Ari Bruger | DIRECTOR | — |
| Charles Hunter Jones | CHIEF COMPLIANCE OFFICER | — |
| HUFFMAN GARY THOMAS | CEO OF OHIO NATIONAL FINANCIAL SERVICES | — |
| PALMER JOHN JACOB | PRESIDENT OF AFFILIATES | — |
| TURNER BARBARA ANN | CEO OHIO NATIONAL FINANCIAL SERVICES | — |
| OMALEY DAVID BOYERS | CEO OF OHIO NATIONAL FINANCIAL SERVICES | — |
| TANEY DENNIS RAY | CHIEF COMPLIANCE OFFICER; TREASURER; TREASURER AND CHIEF COMPLIANCE OFFICER | — |
| RODMAKER GARY RUSSELL | DIRECTOR; DIRECTOR & PRESIDENT; VICE PRESIDENT | — |
| CARLSON CHRISTOPHER ALLEN | DIRECTOR; PRESIDENT | — |
| O'MALEY DAVID BOYERS | CEO OF OHIO NATIONAL FINANCIAL SERVICES | — |
| BYRDE PHILIP MICHAEL | VICE PRESIDENT | — |
| COLLINS MARCUS LANE | SECRETARY | — |
| STOHLER MICHAEL DEAN | VICE PRESIDENT | — |
| KIEFER MAUREEN KIM | COMPLIANCE OFFICER | — |
| BOEDEKER MICHAEL ALLAN | VICE-PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107528/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107528/similar
- Related entities: https://search.stillhousedata.com/firm/107528/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107528

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.