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ON INVESTMENT MANAGEMENT CO

CINCINNATI, OH · CRD 105662 · IAPD ↗ · joinonesco.com · 855-262-0913

$3.15BRegulatory AUM
196Advisory reps
196Employees
308Clients
251-500Planning clients
0Private funds
52States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — ON INVESTMENT MANAGEMENT CO reported RAUM up 33% ($2.38B -> $3.15B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
December 2025 — ON INVESTMENT MANAGEMENT CO's Item 11 disclosure-reporting entries rose by 1 (4 -> 5).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2025 — ON INVESTMENT MANAGEMENT CO shrank from 206 to 193 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — ON INVESTMENT MANAGEMENT CO shrank from 256 to 206 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.