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CBIZ RETIREMENT PLAN ADVISORY SERVICES
Legal name: CBIZ FINANCIAL SOLUTIONS, INC.
CRD 16678File 801-56332
APPROVED
Disclosure events
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.9M
Bottom 25% of cohort (national)
Discretionary AUM
$8.9M
Clients
11
11 accounts
Employees
19
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 18, 1999
- Principal office
- 5959 ROCKSIDE WOODS BLVD N, SUITE 600, CLEVELAND, OH, 44131
- Phone
- 216-447-9000
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.9M
- Discretionary AUM
- $8.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 11
- Non-discretionary accounts
- 0
- Total accounts
- 11
- AUM per client
- $807K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 11 | $8.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Hourly charges
- Other (described) — A PERCENTAGE OF ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Other
- Selection of other advisers
- Portfolio management for other
- Portfolio management for 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- Q11D2
- Q11E2
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.