On Investment Management Co

Overview

On Investment Management Co is an SEC registered investment adviser based in Montgomery, OH, registered since 1971. It reports $3.2B in assets under management across 14,153 accounts, with 196 employees. It has 201 investment adviser representatives.

Reported AUM

$3.2B

Discretionary

29%

Accounts

14,153

Average account

$223K

Employees

196

Advisory reps

201

Registered since

1971

Jurisdictions

52

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Matthew James Collins Chief Compliance Officer CRD 5069278
• Nancy M Westbrock Director, Chief Operating Officer CRD 5637288

Advisory reps 3 of 201

• Timothy W Alvarado Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5528193
• Eric Matthew Aponte Registered Rep · Investment Adviser Rep CRD 3168246
• Deepak N Appaya Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1493211

198 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1 Financial Way
Montgomery, OH 45242

County

Hamilton

Metro area

Cincinnati, OH-KY-IN

Region

Midwest

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: joinonesco.com

Every state, with registration dates

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