SCHMERGE EXECUTIVE PLANNING SERVICES, INC.

SCHMERGE EXECUTIVE PLANNING SERVICES, INC. of CINCINNATI, OH is an SEC-registered investment adviser (CRD 120059). Regulatory assets under management: $53.4M.

Registration

• CRD: 120059
• Type: Registered investment adviser
• Location: 700 W. PETE ROSE WAY, CINCINNATI, OH, 45203
• Phone: 513-241-2110
• Latest filing: 2026-01-26
• Regulatory AUM: $53.4M
• Discretionary AUM: $52.9M
• Non-discretionary AUM: $537K
• Clients: 1
• Accounts: 169

Business model

Compensation: % of AUM, Fixed, Commissions.

Clients served: Individuals, High net worth, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120059 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search