Ojm Group, LLC

Ojm Group, LLC (CRD# 119850) is a financial advisory firm headquartered in Cincinnati, OH. They manage $721,687,543 in 1,680 accounts and serve the financial needs of clients across 19 states (or territories).

Current Firm Details
8044 Montgomery Road, Suite 440, Cincinnati, OH 45236
https://www.linkedin.com/company/ojmgroup/
By the Numbers
  • Total Assets Under Management
    722
    MILLION
  • Total Number of Accounts
    1,680
    ACCOUNTS
  • Average Account Value
    $429,576
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
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, IN, KY, MI, MO, NC, NH, NY, OH, SC, TN, TX, VA

Financial Advisors at Ojm Group, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Adam Braunscheidel, financial advisor Cincinnati OH
Adam N. Braunscheidel
CRD#: 6035699
8044 Montgomery Road, Suite 440, Cincinnati, OH 45236

Adam Braunscheidel (CRD# 6035699) is an Investment Advisor Representative working at Ojm Group, LLC in Cincinnati, OH and has over 12 years of experience in the finance industry.

2
John Kelly, financial advisor Phoenix AZ
John K. Kelly
CRD#: 2583288
5110 N 40th St., Suite 242, Phoenix, AZ 85018

John Kelly (CRD# 2583288) is an Investment Advisor Representative working at Ojm Group, LLC in Phoenix, AZ and has over 29 years of experience in the finance industry.

3
Harold Lewellen, financial advisor Cincinnati OH
Harold M. Lewellen
CRD#: 4734364
8044 Montgomery Road, Suite 440, Cincinnati, OH 45236

Harold Lewellen (CRD# 4734364) is an Investment Advisor Representative working at Ojm Group, LLC in Cincinnati, OH and has over 19 years of experience in the finance industry.

4
David Mandell, financial advisor Cincinnati OH
David B. Mandell
CRD#: 4274252
8044 Montgomery Road, Suite 440, Cincinnati, OH 45236

David Mandell (CRD# 4274252) is an Investment Advisor Representative working at Ojm Group, LLC in Cincinnati, OH and has over 25 years of experience in the finance industry.

5
Jason Odell, financial advisor Cincinnati OH
Jason M. Odell
CRD#: 2715995
8044 Montgomery Rd, Suite 440, Cincinnati, OH 45236

Jason Odell (CRD# 2715995) is an Investment Advisor Representative working at Ojm Group, LLC in Cincinnati, OH and has over 26 years of experience in the finance industry.

6
Robert Peelman, financial advisor Cincinnati OH
Robert G. Peelman
CRD#: 4681010
8044 Montgomery Road, Suite 440, Cincinnati, OH 45236

Robert Peelman (CRD# 4681010) is an Investment Advisor Representative working at Ojm Group, LLC in Cincinnati, OH and has over 20 years of experience in the finance industry.

7
Andrew Taylor, financial advisor Cincinnati OH
Andrew M. Taylor
CRD#: 2918855
8044 Montgomery Road, Suite 440, Cincinnati, OH 45236

Andrew Taylor (CRD# 2918855) is an Investment Advisor Representative working at Ojm Group, LLC in Cincinnati, OH and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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