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THE O.H.I.O. FUND

CLEVELAND, OH · CRD 330178 · IAPD ↗ · theohiofund.com · 216-270-7377

$474.6MRegulatory AUM
4Advisory reps
10Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
May 2026 — THE O.H.I.O. FUND (CLEVELAND, OH) is newly SEC-registered with $474.6M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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