| Name | Title | Ownership | Since |
|---|---|---|---|
| Cbiz Operations Inc. Control | Sole Member | Over 75% | 2016 |
| Christopher Mark Brown Control | Chief Compliance Officer | Under 5% | 2021 |
| James Andrew King Control | President | Under 5% | 2024 |
Cbiz Investment Advisory Services, LLC reports $10.5 billion in regulatory assets under management on its Form ADV.
Cbiz Investment Advisory Services, LLC reports 86 employees.
Cbiz Investment Advisory Services, LLC is based in Cleveland, OH and has been SEC-registered since 2017.
Cbiz Investment Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5959 Rockside Woods Blvd N, Suite 600, Cleveland, OH 44131 |
| Phone | 216-447-9000 |
| Fax | 216-447-9007 |
| Office hours | 9:30 a.m. - 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $10.49B |
| Non-discretionary | $0 |
| Total (RAUM) | $10.49B |