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OJM GROUP, LLC

CINCINNATI, OH · CRD 119850 · IAPD ↗ · 513-791-7525

$803.3MRegulatory AUM
8Advisory reps
15Employees
35Clients
11-25Planning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2026 — OJM GROUP, LLC (CINCINNATI, OH) left the SEC roster (was $803.3M RAUM, 8 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
April 2025 — OJM GROUP, LLC notice-filed in LA, MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — OJM GROUP, LLC reported RAUM up 26% ($571.8M -> $721.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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