The Pension Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dublin, OH. Its latest Form ADV filing, dated March 17, 2026, reports $182M in regulatory assets under management, 9 employees, 1 office, and 822 accounts.
Assets Under Management
$182M
Employees
9
Offices
1 office
Total Clients
599
Primary office
DUBLIN, OH
700 STONEHENGE PARKWAY, SUITE B, DUBLIN, OH, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.3% of total clients.
Top client categories% of clientsClients
1
Individuals
98.3%
589
2
HNWI
1.7%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$182Mas of March 17, 2026
Discretionary100.0%
$182M
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$182M
Total Accounts822
10Y AUM Change+$40M (+28.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee67:1
10Y Employee Change+1 (+12.5%)
* 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.