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ON INVESTMENT MANAGEMENT CO
CRD 105662File 801-7941
APPROVED
Retail clients
Disclosure events
Filing as of Aug 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.15B
Top 25% of cohort (national)
Discretionary AUM
$904.4M
Non-discretionary $2.25B
Clients
9,568
14,153 accounts
Employees
196
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 14, 1971
- Principal office
- ONE FINANCIAL WAY, CINCINNATI, OH, 45242
- Phone
- 855-262-0913
- Website
- https://joinonesco.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.15B
- Discretionary AUM
- $904.4M
- Non-discretionary AUM
- $2.25B
- Discretionary accounts
- 2,787
- Non-discretionary accounts
- 11,366
- Total accounts
- 14,153
- AUM per client
- $329K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 31 | $51.3M |
| Charitable organizations | 16 | $9.6M |
| High net worth individuals | 794 | $1.24B |
| Pension and profit sharing plans | 204 | $113.8M |
| Individuals (other than high net worth individuals) | 8,523 | $1.74B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C5
- Q11D2
- Q11D4
- Q11E2
- Q11H2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 3,193 | 196 | decreased by2,997 |
| Apr 1, 2026 | Clients | 8,323 | 9,568 | increased by1,245 |
| Apr 1, 2026 | AUM | $2,376,953,646 | $3,152,519,169 | increased by$775,565,523 |
| Apr 1, 2026 | Accounts | 12,053 | 14,153 | increased by2,100 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 309 | 3,193 | increased by2,884 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 9,290 | 8,323 | decreased by967 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,613,420,660 | $2,376,953,646 | decreased by$236,467,014 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 14,889 | 12,053 | decreased by2,836 |
| Apr 1, 2022 | Employees | 298 | 309 | increased by11 |
| Apr 1, 2022 | Clients | 8,709 | 9,290 | increased by581 |
| Apr 1, 2022 | AUM | $2,162,568,998 | $2,613,420,660 | increased by$450,851,662 |
| Apr 1, 2022 | Accounts | 13,977 | 14,889 | increased by912 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ON INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ON INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.