# W&S ADVISORY SERVICES, LLC

W&S ADVISORY SERVICES, LLC of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 334683
- Type: SEC-registered investment adviser
- SEC file number: 801-132082
- Location: 303 BROADWAY, SUITE 1100, CINCINNATI, OH, 45202
- Phone: 513-361-7600
- Latest filing: 2026-05-07
- Regulatory AUM: $5.3M
- Discretionary AUM: $5.3M
- Clients: 9
- Accounts: 6,689

## Business model

- Compensation: Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Timothy Steven Stearns | VP, CHIEF COMPLIANCE OFFICER; VP, CHIEF COMPLIANCE OFFICER, CEO, COO | — |
| Sarah Sparks Herron | CORPORATE SECRETARY; CORPORATE SECRETARY, CFO, CLO | — |
| Troy Dale Brodie | DIRECTOR | — |
| John Henry Bultema | DIRECTOR | — |
| Jill Tripp Mcgruder | DIRECTOR | — |
| Jonathan David Niemeyer | DIRECTOR | — |
| David A Rosenbluth | DIRECTOR | — |
| Matthew William Loveless | PRESIDENT | — |
| Benjamin Edward Fotsch | VICE PRESIDENT | — |
| Jay Vincent Johnson | VICE PRESIDENT AND TREASURER | — |
| Steven Paul Surgnier | VICE PRESIDENT | — |
| Scott Joseph Wittman | VICE PRESIDENT | — |
| Spencer Aaron Bader | ASSISTANT TREASURER | — |
| Jason Todd Anderson | ASSISTANT TREASURER | — |
| Tyler S Renners | CORPORATE SECRETARY | — |


## Branch offices (7)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| INDEPENDENCE | OH | 1 | 216-986-0010 |
| FINDLAY | OH | 1 | 4194223345 |
| LAFAYETTE | LA | 1 | 337-234-0717 |
| WILMINGTON | NC | 1 | 800-995-3830 |
| HEATH | OH | 1 | (740) 522-3202 |
| MISHAWAKA | IN | 1 | 574-255-2193 |
| NEW ALBANY | OH | 1 | 614-305-4600 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/334683/brochure
- Similar advisers: https://search.stillhousedata.com/firm/334683/similar
- Related entities: https://search.stillhousedata.com/firm/334683/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/334683

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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.