Banc One Investment Advisors Corp (Columbus)

Banc One Investment Advisors Corp is a large advisory firm based in Columbus. It manages $186.99 billion of regulatory assets for 505 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 16 other states.

Banc One Investment Advisors Corp provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Banc One Investment Advisors Corp: assets under management

The assets under management (AUM) of Banc One Investment Advisors Corp is $186.99 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $186.99 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $370.27 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Banc One Investment Advisors Corp for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Banc One Investment Advisors Corp

Peter William Atwater has been acting as President since 1 Aug 1998. Evelyn Victoria Exley Guernsey joined the executive team most recently as the Chairman/President/Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Joh Kundert	Director	1 Nov 1991	Other	2391348
David Jon Kundert	Director	1 Nov 1991	Other	2391348
David Joh Kundert	President & ceo	1 Feb 1992	Other	2391348
David Jon Kundert	President & ceo	1 Feb 1992	Other	2391348
Beverly Jean Langley	Chief compliance officer	1 Jun 1992	Other	1195340
Na (Ohio) Bank One	Direct parent	1 Nov 1992	75% - 100%	31-4148768
Michael Vernon Wible	Corporate secretary	1 Nov 1995	Other	4220148
Richard Butler	Cfo	1 Apr 1998	Other	3223292
Peter William Atwater	Director	1 Aug 1998	Other	1686847
Mark Allen Beeson	Director	1 Feb 2000	Other	2638993
Richard Jandrain	Director	1 Feb 2000	Other	2277579
Gary John Madich	Director	1 Feb 2000	Other	705419
John Abunassar	Director	1 Nov 2000	Other	4360690
Verlin Lester Horn	Chief financial officer	1 Jul 2001	Other	3126041
Lawrence Edward Baumgartner	Chief investment officer - equity securities	1 Feb 2003	Other	4624831
William T Norris	Director	1 Feb 2003	Other	4652377
Norman Gary Cook	Director & smd of institutional asset management	1 Feb 2004	Other	2470898
James Sexton	Director & smd risk management	1 Feb 2004	Other	4760027
Susan Canning	Corporate secretary & clo	1 Feb 2004	Other	4764216
Kenneth John Phelan	Chairman	1 Feb 2004	Other	1558563
Francis Xavier Curley	Chief compliance officer	1 Jul 2004	Other	2572714
Richard Paul Butler	Chief operating officer	1 Aug 2004	Other	3223292
N.A. Jpmorgan Chase Bank	Direct parent	1 Nov 2004	75% - 100%	13-4994650
Evelyn Victoria Exley Guernsey	Chairman/president/ceo	1 Dec 2004	Other	2861310

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Bank One Corporation	Indirect parent	1 Dec 1987	75% - 100%	31-0738296
J.P. Morgan Chase & Co.	Shareholder	1 Jul 2004	75% - 100%	13-2624428
Jpmorgan Chase & Co.	Shareholder	1 Jul 2004	75% - 100%	13-2624428
Jpmorgan Chase & Co.	Owner	1 Nov 2004	75% - 100%	13-2624428

Based in Columbus

The principal office where Banc One Investment Advisors Corp performs its advisory services is located at 1111 Polaris Pkwy, Columbus, OH 43240 The mailing address of the firm is 1111 Polaris Parkway, Columbus, OH 43271. An additional office of the firm is in Chicago, IL. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 614-213-1684. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.