# NEO INVESTMENT COUNSEL, LLC

NEO INVESTMENT COUNSEL, LLC of CLEVELAND, OH is an SEC-registered investment adviser.

## Registration

- CRD: 309018
- Type: SEC-registered investment adviser
- Location: 2000 AUBURN DRIVE SUITE 200, CLEVELAND, OH, 44122
- Phone: (216) 250-1410
- Latest filing: 2026-05-11
- Regulatory AUM: $81.3M
- Discretionary AUM: $77.9M
- Non-discretionary AUM: $3.4M
- Clients: 1
- Accounts: 59

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309018/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309018/similar
- Related entities: https://search.stillhousedata.com/firm/309018/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309018

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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.