On Investment Management Co is an SEC registered investment adviser organized as a corporation with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated April 30, 2026, reports $3.2B in regulatory assets under management, 196 employees, 126 offices, and 14,153 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.1% of total clients.
Top client categories% of clientsClients
1
Individuals
89.1%
8,523
2
HNWI
8.3%
794
3
Pension Plans
2.1%
204
4
Corporations
0.3%
31
5
Charitable
0.2%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.2Bas of April 30, 2026
Discretionary28.7%
$904M
29% of total RAUM28.7%
Non-discretionary71.3%
$2.2B
71% of total RAUM71.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.2B
Total Accounts14,153
10Y AUM Change+$2.1B (+213.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees196
Clients per Employee49:1
10Y Employee Change-156 (-44.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.