WESTLAKE, OH, OHCRD 147608Latest ADV March 18, 2026
Game Plan Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westlake, OH, OH. Its latest Form ADV filing, dated March 18, 2026, reports $255M in regulatory assets under management, 5 employees, and 515 accounts.
Assets Under Management
$255M
Employees
5
Offices
--
Total Clients
205
Primary office
WESTLAKE, OH, OH
26600 DETROIT ROAD, SUITE 270, WESTLAKE, OH, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 19, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.4% of total clients.
Top client categories% of clientsClients
1
Individuals
65.4%
134
2
HNWI
24.9%
51
3
Corporations
5.4%
11
4
Charitable
4.4%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$255Mas of March 18, 2026
Discretionary100.0%
$255M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$255M
Total Accounts515
10Y AUM Change+$131M (+106.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee41:1
10Y Employee Change+2 (+66.7%)
Rialytix.com
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.