DINERGY

DINERGY of CINCINNATI, OH is an SEC-registered investment adviser (CRD 286403). Regulatory assets under management: $29.1M.

Registration

• CRD: 286403
• Type: Registered investment adviser
• Location: 3700 PARK 42 DRIVE, CINCINNATI, OH, 45241-2081
• Phone: 513-878-0200
• Latest filing: 2026-04-20
• Regulatory AUM: $29.1M
• Discretionary AUM: $29.1M
• Clients: 4
• Accounts: 88

Business model

Compensation: % of AUM, Fixed, Commissions.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286403 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search