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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 21 | 19 | decreased by2 |
| Apr 1, 2026 | Clients | 23 | 11 | decreased by12 |
| Apr 1, 2026 | AUM | $23,881,016 | $8,873,081 | decreased by$15,007,935 |
| Apr 1, 2026 | Accounts | 23 | 11 | decreased by12 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 28 | 21 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 62 | 23 | decreased by39 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $172,370,441 | $23,881,016 | decreased by$148,489,425 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 62 | 23 | decreased by39 |
| Apr 1, 2022 | Employees | 54 | 28 | decreased by26 |
| Apr 1, 2022 | Clients | 80 | 62 | decreased by18 |
| Apr 1, 2022 | AUM | $129,360,707 | $172,370,441 | increased by$43,009,734 |
| Apr 1, 2022 | Accounts | 82 | 62 | decreased by20 |
| 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 “CBIZ RETIREMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CBIZ RETIREMENT” 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.