Ohio National Investments Inc is a large advisory firm based in Montgomery. It manages $9.06 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.
Ohio National Investments provides portfolio management for investment companies and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ohio National Investments Inc is $9.06 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 5600% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Ohio National Investments Inc for their services and products based on a percentage of assets under management. 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.
The firm provides services to insurance companies and investment companies. The largest group of clients of Christopher Allen Carlson is investment companies with 1 clients and $9.01 billion of assets under management. Among the 8 most similar advisory firms, Ohio National Investments has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $9.06 billion for 2 clients. None of the firm’s clients are foreign persons or businesses.
Ohio National Investments doesn't advise any private funds.
The company employs 19 people that are either part- or full-time employees. 32 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Christopher Allen Carlson has been acting as President since 1 Jan 2000. John Keith Dwyer joined the executive team most recently as the Chief Compliance Officer.
The principal office where Ohio National Investments Inc performs its advisory services is located at One Financial Way, Montgomery, OH 45242, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 513-794-6100 or by fax 513-794-4506. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at ohionational.com.