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Drr Partners LLC (Cincinnati)


Drr Partners LLC is a large advisory firm based in Cincinnati. It manages $382.44 million of regulatory assets for 1,381 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Florida, Illinois, Indiana, and 3 other states.




Drr Partners provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Drr Partners: assets under management

The assets under management (AUM) of Drr Partners LLC is $382.44 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $62.34 million in discretionary accounts and $320.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $387.19 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $262.38 thousand.
Drr Partners has custody of $382.44 million in cash and securities for 314 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Drr Partners LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cincinnati

The principal office where Drr Partners LLC performs its advisory services is located at 4665 Cornell Rd., Cincinnati, OH 45241, 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 513-984-6696 or by fax 513-984-9270. The normal business hours are 9am-6pm on Monday - Friday.


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