firm profile
Cbiz Investment Advisory Services, LLC
Overview
Cbiz Investment Advisory Services, LLC is an SEC registered investment adviser based in Cleveland, OH, registered since 2017. It reports $12.8B in assets under management across 2,850 accounts, with 93 employees. It has 76 investment adviser representatives.
- Reported AUM
- $12.8B
- Discretionary
- 100%
- Accounts
- 2,850
- Average account
- $4.5M
- Employees
- 93
- Advisory reps
- 76
- Registered since
- 2017
- Jurisdictions
- 51
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 3
- James Andrew King President CRD 8023467
- Christopher Mark Brown Chief Compliance Officer CRD 6028654
- Nancy Marie Mellard Director CRD 4335209
Advisory reps 3 of 76
- Jacob Charles Adamczyk Investment Adviser Rep CRD 6285381
- Scott Matthew Adams Insurance Agent · Investment Adviser Rep CRD 2945109
- Scott Alan Arnwine Investment Adviser Rep CRD 4531292
73 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 5959 Rockside Woods Blvd N Ste 600
Cleveland, OH 44131 - County
- Cuyahoga
- Metro area
- Cleveland-Elyria, OH
- Region
- Midwest
Registrations
- SEC registered
- Registered in 51 jurisdictions
Every state, with registration dates
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