CINCINNATI, OHCRD 147253Latest ADV February 20, 2026
Constellation Wealth Advisors 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 February 20, 2026, reports $5.4B in regulatory assets under management, 26 employees, 1 office, and 2,095 accounts.
Assets Under Management
$5.4B
Employees
26
Offices
1 office
Total Clients
417
Primary office
CINCINNATI, OH
255 EAST FIFTH ST., SUITE 3000, CINCINNATI, OH, United States
Top client segmentHNWI represent 85.4% of total clients.
Top client categories% of clientsClients
1
HNWI
85.4%
356
2
Individuals
11.3%
47
3
Corporations
1.4%
6
4
Pooled Investment Vehicles
1.0%
4
5
Charitable
1.0%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.4Bas of February 20, 2026
Discretionary99.0%
$5.3B
99% of total RAUM99.0%
Non-discretionary1.0%
$52M
1% of total RAUM1.0%
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$5.4B
Total Accounts2,095
10Y AUM Change+$4.8B (+827.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee16:1
10Y Employee Change+19 (+271.4%)
* 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.