# CBIZ INVESTMENT ADVISORY SERVICES, LLC

CBIZ INVESTMENT ADVISORY SERVICES, LLC of CLEVELAND, OH is an SEC-registered investment adviser.

## Registration

- CRD: 286002
- Type: SEC-registered investment adviser
- SEC file number: 801-108996
- Location: 5959 ROCKSIDE WOODS BLVD N, SUITE 600, CLEVELAND, OH, 44131
- Phone: 216-447-9000
- Latest filing: 2026-03-20
- Regulatory AUM: $12.8B
- Discretionary AUM: $12.8B
- Clients: 93
- Accounts: 2,850

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos, Other

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Christopher Mark Brown | CHIEF COMPLIANCE OFFICER | — |
| Nancy Marie Mellard | DIRECTOR | — |
| James Andrew King | PRESIDENT | — |
| BAUM LUKE FLAGG | CHIEF COMPLIANCE OFFICER | — |
| BROWN MARK | CHIEF COMPLIANCE OFFICER | — |
| LOUTTIT KATHRYN HALE | EXECUTIVE REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER | — |
| DEAN BRIAN EDWARD | PRESIDENT | — |
| MORELLI ROBERT JOSEPH | CHIEF OF STAFF | — |
| MELLARD NANCY MARIE | DIRECTOR | — |
| GRISKO JEROME PAUL | DIRECTOR | — |
| GEFFERT JOHN JOSEPH | MANAGER | — |
| MACKINNON J DOUGLAS | CHIEF COMPLIANCE OFFICER | — |
| King John Andrew | PRESIDENT | — |
| MILOVANCEV STANLEY DONALD | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286002/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286002/similar
- Related entities: https://search.stillhousedata.com/firm/286002/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286002

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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.