INVESTMENT ANALYTICS, LLC

INVESTMENT ANALYTICS, LLC of CINCINNATI, OH is an SEC-registered investment adviser (CRD 321918). Regulatory assets under management: $21.9M.

Registration

• CRD: 321918
• Type: Registered investment adviser
• Location: 725 DELTA AVE, CINCINNATI, OH, 45226
• Phone: 513-960-6403
• Latest filing: 2026-06-26
• Regulatory AUM: $21.9M
• Discretionary AUM: $21.9M
• Non-discretionary AUM: $4K
• Clients: 3
• Accounts: 66

Business model

Compensation: % of AUM, Hourly.

Clients served: 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 321918 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search