Family Wealth Advisory Group, LLC

Family Wealth Advisory Group, LLC (CRD# 130595) is a financial advisory firm headquartered in Cincinnati, OH. They manage $232,267,107 in 760 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    232
    MILLION
  • Total Number of Accounts
    760
    ACCOUNTS
  • Average Account Value
    $305,615
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, KY, LA, OH

Financial Advisors at Family Wealth Advisory Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Robert J. Grossheim
CRD#: 2085822
7359 East Kemper Road, Suite A, Cincinnati, OH 45249

Robert Grossheim (CRD# 2085822) is an Investment Advisor Representative working at Family Wealth Advisory Group, LLC in Cincinnati, OH and has over 32 years of experience in the finance industry.

2
James J. Hoskins
CRD#: 4649373
7359 East Kemper Road, Suite A, Cincinnati, OH 45249

James Hoskins (CRD# 4649373) is an Investment Advisor Representative working at Family Wealth Advisory Group, LLC in Cincinnati, OH and has over 20 years of experience in the finance industry.

3
Herbert S. Huesman
CRD#: 1244633
6200 S. Gilmore Rd, Fairfield, OH 45014

Herbert Huesman (CRD# 1244633) is an Investment Advisor Representative working at Family Wealth Advisory Group, LLC in Fairfield, OH and has over 27 years of experience in the finance industry.

4
Benjamin A. Linser
CRD#: 4104588
7359 East Kemper Road, Suite A, Cincinnati, OH 45249

Benjamin Linser (CRD# 4104588) is an Investment Advisor Representative working at Family Wealth Advisory Group, LLC in Cincinnati, OH and has over 24 years of experience in the finance industry.

5
Susan A. Rushworth
CRD#: 2906139
7359 East Kemper Road, Suite A, Cincinnati, OH 45249

Susan Rushworth (CRD# 2906139) is an Investment Advisor Representative working at Family Wealth Advisory Group, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

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