ONCENTER FINANCIAL ADVISORS LLC

ONCENTER FINANCIAL ADVISORS LLC of BEACHWOOD, OH is an SEC-registered investment adviser (CRD 168013). Regulatory assets under management: $54.6M.

Registration

• CRD: 168013
• Type: Registered investment adviser
• Location: 400 PARK AVENUE, BEACHWOOD, OH, 44122
• Phone: (216) 296-7373
• Latest filing: 2026-02-18
• Regulatory AUM: $54.6M
• Discretionary AUM: $52.4M
• Non-discretionary AUM: $2.2M
• Clients: 1
• Accounts: 93

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168013 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search