# CBIZ FINANCIAL SOLUTIONS, INC.

CBIZ FINANCIAL SOLUTIONS, INC. of CLEVELAND, OH is an SEC-registered investment adviser.

## Registration

- CRD: 16678
- Type: SEC-registered investment adviser
- SEC file number: 801-56332
- Location: 5959 ROCKSIDE WOODS BLVD N, SUITE 600, CLEVELAND, OH, 44131
- Phone: 216-447-9000
- Latest filing: 2026-03-05
- Regulatory AUM: $8.9M
- Discretionary AUM: $8.9M
- Clients: 19
- Accounts: 11

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions, Other
- Clients served: Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| Edward Howard Bridges | PRINCIPAL FINANCIAL AND OPERATIONS OFFICER | — |
| Christopher Mark Brown | CHIEF COMPLIANCE OFFICER AND EXECUTIVE REPRESENTATIVE | — |
| Nancy Marie Mellard | DIRECTOR | — |
| JACOBSON CURTIS JOHN | COMPLIANCE MANAGER; COMPLIANCE MANAGER, CROP | — |
| PORTER STEPHEN EDWARD | OPERATIONS MANAGER; OPERATIONS MANAGER, SROP; OPERATIONS MANAGER, SROP, CROP | — |
| BAUM LUKE FLAGG | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| PUSEY MARK EDWARD | CHIEF COMPLIANCE OFFICER | — |
| BROWN MARK | CHIEF COMPLIANCE OFFICER AND EXECUTIVE REPRESENTATIVE | — |
| LOUTTIT KATHRYN HALE | EXECUTIVE REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER | — |
| BRIDGES KENNETH HOWARD | FIN/OPS PRINCIPAL; PRINCIPAL FINANCIAL AND OPERATIONS OFFICER | — |
| MATHEWS CHRISTOPHER TODD | CHIEF COMPLIANCE OFFICER, FIN/OPS PRINCIPAL, SROP, COMPLIANCE REGISTERED OPTIONS PRINCIPAL; PRESIDENT, CHIEF COMPLIANCE OFFICER, FIN/OPS PRINCIPAL, SROP, COMPLIANCE REGISTERED OPTIONS PRINCIPAL; PRESIDENT, FINANCE AND OPERATIONS PRINCIPAL, SENIOR REGISTERED OPTIONS PRINCIPAL (+1 more) | — |
| MORELLI ROBERT JOSEPH | DIRECTOR | — |
| GARNER ROBERT HENRY | DIRECTOR | — |
| GRISKO JEROME PAUL JR | DIRECTOR; DIRECTOR AND EXECUTIVE VICE PRESIDENT; SOLE MANAGER | — |
| OBYRNE ROBERT AUSTIN | DIRECTOR | — |
| MELLARD NANCY MARIE | DIRECTOR; DIRECTOR AND SECRETARY | — |
| AZZOLINA DAVIS S | TREASURER | — |
| CLINE CARL LARRY | CHIEF COMPLIANCE OFFICER | — |
| O'BYRNE ROBERT A | DIRECTOR | — |
| GEFFERT JOHN JOSEPH | DIRECTOR | — |
| MACKINNON J DOUGLAS | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 1996-06-03 | regulatory | BGS&G INVESTMENT SERVICES, INC., FAILED TO FILE YEAR-END AUDITED FINANCIAL REPORT FOR 1995 WITH THE COMMONWEALTH OF VIRGINIA. | Final | $250 |
| 1988-03-22 | regulatory | TRANS EFFECT DURING FAILURE TO MAINTAIN REQ NET CAP;FAIL TO FILE TELEGRAPHIC NOTICE;FAIL TO PREPARE OR MAINTAIN A SEP GEN LEDGER;AT TIMES INCORRECTLY COMPUTED NET CAP AND AGGREGATE INDEBTEDNESS;FILED ANNUAL AUDITED REPORT 15 DAYS LATE | Final | $3K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/16678/brochure
- Similar advisers: https://search.stillhousedata.com/firm/16678/similar
- Related entities: https://search.stillhousedata.com/firm/16678/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/16678

---

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.