ISAACS & ASSOCIATES, LLC

ISAACS & ASSOCIATES, LLC of CINCINNATI, OH is an SEC-registered investment adviser (CRD 324222). Regulatory assets under management: $71.8M.

Registration

• CRD: 324222
• Type: Registered investment adviser
• Location: 4270 IVY POINTE BLVD, CINCINNATI, OH, 45245
• Phone: 513-474-5102
• Latest filing: 2026-03-25
• Regulatory AUM: $71.8M
• Non-discretionary AUM: $71.8M
• Clients: 4
• Accounts: 169

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324222 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search