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CBIZ INVESTMENT ADVISORY SERVICES, LLC
CRD 286002File 801-108996
APPROVED
Retail clients
Filing as of Mar 20, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 2850 | 2782 |
| 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.