John D. Dovich & Associates, LLC

John D. Dovich & Associates, LLC (CRD# 120458) is a financial advisory firm headquartered in Cincinnati, OH. They manage $343,649,881 in 1,857 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    344
    MILLION
  • Total Number of Accounts
    1,857
    ACCOUNTS
  • Average Account Value
    $185,056
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, DC, FL, IL, KY, MI, OH, TX, VA

Financial Advisors at John D. Dovich & Associates, LLC
Showing 1 - 6 of 6 top financial advisors.
1
John D. Dovich
CRD#: 2232507
625 Eden Park Dr. Suite 310, Cincinnati, OH 45202
96
Wealthminder
score

John Dovich (CRD# 2232507) is an Investment Advisor Representative working at John D. Dovich & Associates, LLC in Cincinnati, OH and has over 18 years of experience in the finance industry.

2
Shawn L. Fishbaugh
CRD#: 2296562
625 Eden Park Drive, Suite 310, Cincinnati, OH 45202
96
Wealthminder
score

Shawn Fishbaugh (CRD# 2296562) is an Investment Advisor Representative working at John D. Dovich & Associates, LLC in Cincinnati, OH and has over 24 years of experience in the finance industry.

3
Thomas J. Lalley
CRD#: 2385518
625 Eden Park Dr. Suite 310, Cincinnati, OH 45202
96
Wealthminder
score

Thomas Lalley (CRD# 2385518) is an Investment Advisor Representative working at John D. Dovich & Associates, LLC in Cincinnati, OH and has over 23 years of experience in the finance industry. Thomas Lalley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael C. Brennan
CRD#: 5383186
625 Eden Park Dr, # 310, Cincinnati, OH 45202
93
Wealthminder
score

Michael Brennan (CRD# 5383186) is an Investment Advisor Representative working at John D. Dovich & Associates, LLC in Cincinnati, OH and has over 9 years of experience in the finance industry.

5
William C. Bruns
CRD#: 2880778
625 Eden Park Drive, Suite 310, Cincinnati, OH 45202
93
Wealthminder
score

William Bruns (CRD# 2880778) is an Investment Advisor Representative working at John D. Dovich & Associates, LLC in Cincinnati, OH and has over 19 years of experience in the finance industry.

6
Dean R. Johns
CRD#: 6113632
625 Eden Park Drive, Suite 310, Cincinnati, OH 45202
87
Wealthminder
score

Dean Johns (CRD# 6113632) is an Investment Advisor Representative working at John D. Dovich & Associates, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

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