| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Hunter Jones | Chief Compliance Officer | Under 5% | 2024 |
| Constellation Insurance, Inc. Control | Shareholder | Over 75% | 2022 |
| Jonathan Morton Egol Control | Director, | Under 5% | 2024 |
Constellation Investments, Inc. reports $26.3 billion in regulatory assets under management on its Form ADV.
Constellation Investments, Inc. reports 22 employees.
Constellation Investments, Inc. is based in Montgomery, OH and has been SEC-registered since 1996.
Constellation Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | One Financial Way, Montgomery, OH 45242 |
| Phone | 513-794-6100 |
| Fax | 513-794-4506 |
| Office hours | 8:00 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1573575 |
| Discloses disciplinary history | No |
| Discretionary | $26.31B |
| Non-discretionary | $0 |
| Total (RAUM) | $26.31B |