# SCHMERGE EXECUTIVE PLANNING SERVICES, INC.

SCHMERGE EXECUTIVE PLANNING SERVICES, INC. of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 120059
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120059/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120059/similar
- Related entities: https://search.stillhousedata.com/firm/120059/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120059

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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.