NEO INVESTMENT COUNSEL, LLC

NEO INVESTMENT COUNSEL, LLC of CLEVELAND, OH is an SEC-registered investment adviser (CRD 309018). Regulatory assets under management: $81.3M.

Registration

• CRD: 309018
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309018 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search