firm profile

Constellation Investments, Inc.

RIA Montgomery, OH CRD 107528 Last verified October 2026

Overview

Constellation Investments, Inc. is an SEC registered investment adviser based in Montgomery, OH, registered since 1996. It reports $31.5B in assets under management across 15 accounts, with 45 employees.

Reported AUM: $31.5B
Discretionary: 100%
Accounts: 15
Average account: $2.1B
Employees: 45
Registered since: 1996
Jurisdictions: 1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services: Management for Investment Companies
Portfolio Management for Businesses or Institutional Clients
Client types: Corporations/Businesses
Investment Companies
Pooled Investment Vehicles
Fee structure: Other Fees and Percentage of Assets

Executive officers 3 of 6

Sachin Jain Director, President CRD 4689685
Charles Hunter Jones Chief Compliance Officer CRD 8013146
Jonathan Morton Egol Director CRD 3130557

3 more executive officers, with direct contact details

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Location

Headquarters: 1 Financial Way
Montgomery, OH 45242
County: Hamilton
Metro area: Cincinnati, OH-KY-IN
Region: Midwest

Registrations

SEC registered
Registered in 1 jurisdiction
Website: constellationinsurance.com

Every state, with registration dates

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