Eichner Investment Planning, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated March 12, 2026, reports $692M in regulatory assets under management, 1 employee, and 330 accounts.
Assets Under Management
$692M
Employees
1
Offices
--
Total Clients
26
Primary office
CINCINNATI, OH
4030 SMITH ROAD, SUITE 200, CINCINNATI, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 96.2% of total clients.
Top client categories% of clientsClients
1
HNWI
96.2%
25
2
Charitable
3.8%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$692Mas of March 12, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$692M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$692M
Total Accounts330
10Y AUM Change+$519M (+300.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee26:1
10Y Employee Change0 (0.0%)
* 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.