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CBIZ INVESTMENT ADVISORY SERVICES, LLC
CRD 286002File 801-108996
APPROVED
Retail clients
Filing as of Mar 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$12.76B
Top 10% of cohort (national)
Discretionary AUM
$12.76B
Clients
2,782
2,850 accounts
Employees
93
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 8, 2017
- 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
- $12.76B
- Discretionary AUM
- $12.76B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,850
- Non-discretionary accounts
- 0
- Total accounts
- 2,850
- AUM per client
- $4.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 14 | $28.1M |
| Charitable organizations | 14 | $70.5M |
| High net worth individuals | 383 | $415.2M |
| Banking or thrift institutions | 16 | $177.8M |
| Pension and profit sharing plans | 730 | $8.16B |
| State or municipal government entities | 243 | $1.83B |
| Individuals (other than high net worth individuals) | 1,382 | $312.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — A PERCENTAGE OF ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 2,850 | 2,782 | decreased by68 |
| Apr 1, 2026 | Employees | 86 | 93 | increased by7 |
| Apr 1, 2026 | Clients | 2,658 | 2,850 | increased by192 |
| Apr 1, 2026 | AUM | $10,491,932,749 | $12,762,169,497 | increased by$2,270,236,748 |
| Apr 1, 2026 | Accounts | 2,658 | 2,850 | increased by192 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 89 | 86 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,819 | 2,658 | increased by839 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,051,197,065 | $10,491,932,749 | increased by$3,440,735,684 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,819 | 2,658 | increased by839 |
| Apr 1, 2022 | Clients | 1,625 | 1,819 | increased by194 |
| Apr 1, 2022 | AUM | $6,731,651,600 | $7,051,197,065 | increased by$319,545,465 |
| Apr 1, 2022 | Accounts | 1,625 | 1,819 | increased by194 |
| 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 INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CBIZ 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.