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Firm profile

Mediate Financial Investment Advisory Services, LLC

CANFIELD, OHCRD 158134Latest ADV August 11, 2026

Mediate Financial Investment Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Canfield, OH. Its latest Form ADV filing, dated August 11, 2026, reports $106M in regulatory assets under management, 3 employees, and 733 accounts.

Assets Under Management
$106M
Employees
3
Offices
--
Total Clients
354
Primary office
CANFIELD, OH
6674 TIPPECANOE RD, SUITE 6, CANFIELD, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOChristopher L. Mediate

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Sep 12, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 87.3% of total clients.
Top client categories% of clientsClients
1
Individuals
87.3%
309
2
HNWI
12.7%
45

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$106Mas of August 11, 2026
Discretionary100.0%
$106M
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$106M
Total Accounts733
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee118:1
10Y Employee Change—

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.