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Firm profile

On Investment Management Co.

CINCINNATI, OHCRD 105662Latest ADV April 30, 2026

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.

Assets Under Management
$3.2B
Employees
196
Offices
126 offices
Total Clients
9,568
Primary office
CINCINNATI, OH
ONE FINANCIAL WAY, CINCINNATI, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(855) 262-0913
WebsiteNot found
LinkedInNot found

Leadership

2 roles identified
CEONancy M. Westbrock
CCOAndrew J. Vanhoy

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.