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CONSTELLATION INVESTMENTS, INC.
CRD 107528File 801-51396
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$31.48B
Top 10% of cohort (national)
Discretionary AUM
$31.48B
Clients
14
15 accounts
Employees
45
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 2, 1996
- Principal office
- ONE FINANCIAL WAY, MONTGOMERY, OH, 45242
- Phone
- 513-794-6100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $31.48B
- Discretionary AUM
- $31.48B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 15
- Non-discretionary accounts
- 0
- Total accounts
- 15
- AUM per client
- $2.25B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $4.32B |
| Insurance companies | Fewer than 5 | $14.37B |
| Investment companies | 1 | $12.30B |
| Pooled investment vehicles | 4 | $494.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — REIMBURSED EXPENSES AND PAID ACTUAL COSTS
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.