Ojm Group, LLC

Ojm Group, LLC (CRD# 119850) is a financial advisory firm headquartered in Cincinnati, OH. They manage $282,150,139 in 1,009 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    282
    MILLION
  • Total Number of Accounts
    1,009
    ACCOUNTS
  • Average Account Value
    $279,633
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
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.

AZ, CA, CT, FL, GA, KY, NJ, NY, OH, SC, TN, TX

Financial Advisors at Ojm Group, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Harold M. Lewellen
CRD#: 4734364
8044 Montgomery Road, Suite 440, Cincinnati, OH 45236
96
Wealthminder
score

Harold Lewellen (CRD# 4734364) is an Investment Advisor Representative working at Ojm Group, LLC in Cincinnati, OH and has over 12 years of experience in the finance industry. Harold Lewellen 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.

2
Robert G. Peelman
CRD#: 4681010
8044 Montgomery Road, Suite 440, Cincinnati, OH 45236
96
Wealthminder
score

Robert Peelman (CRD# 4681010) is an Investment Advisor Representative working at Ojm Group, LLC in Cincinnati, OH and has over 13 years of experience in the finance industry. Robert Peelman 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.

3
Andrew M. Taylor
CRD#: 2918855
8044 Montgomery Road, Suite 440, Cincinnati, OH 45236
96
Wealthminder
score

Andrew Taylor (CRD# 2918855) is an Investment Advisor Representative working at Ojm Group, LLC in Cincinnati, OH and has over 19 years of experience in the finance industry. Andrew Taylor 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
John K. Kelly
CRD#: 2583288
2400 E. Arizona Biltmore Circle, Suite 1100, Phoenix, AZ 85016
93
Wealthminder
score

John Kelly (CRD# 2583288) is an Investment Advisor Representative working at Ojm Group, LLC in Phoenix, AZ and has over 21 years of experience in the finance industry.

5
David B. Snyder
CRD#: 4640263
8044 Montgomery Road, Suite 440, Cincinnati, OH 45236
93
Wealthminder
score

David Snyder (CRD# 4640263) is an Investment Advisor Representative working at Ojm Group, LLC in Cincinnati, OH and has over 13 years of experience in the finance industry.

6
Adam N. Braunscheidel
CRD#: 6035699
8044 Montgomery Road, Suite 440, Cincinnati, OH 45236
90
Wealthminder
score

Adam Braunscheidel (CRD# 6035699) is an Investment Advisor Representative working at Ojm Group, LLC in Cincinnati, OH and has over 4 years of experience in the finance industry.

7
Jason M. Odell
CRD#: 2715995
8044 Montgomery Rd, Suite 440, Cincinnati, OH 45236
83
Wealthminder
score

Jason Odell (CRD# 2715995) is an Investment Advisor Representative working at Ojm Group, LLC in Cincinnati, OH and has over 18 years of experience in the finance industry.

8
David B. Mandell
CRD#: 4274252
8044 Montgomery Road, Suite 440, Cincinnati, OH 45236
68
Wealthminder
score

David Mandell (CRD# 4274252) is an Investment Advisor Representative working at Ojm Group, LLC in Cincinnati, OH and has over 17 years of experience in the finance industry.

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