MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLC

MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLC of CANFIELD, OH is an SEC-registered investment adviser (CRD 158134). Regulatory assets under management: $106.4M.

Registration

• CRD: 158134
• SEC file number: 801-136984
• Type: Registered investment adviser
• Location: 6674 TIPPECANOE RD, SUITE 6, CANFIELD, OH, 44406
• Phone: 330-702-3556
• Latest filing: 2026-07-31
• Regulatory AUM: $106.4M
• Discretionary AUM: $106.4M
• Clients: 3
• Accounts: 733

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158134 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search