| As of Date | 01/26/2026 |
| Registration | SEC, Approved, 12/20/2019 |
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| ADV Location | ASHLAND, OH, United States |
| Contact Info | 419 xxxxxxx |
| Websites |
| AUM* | 237,561,229 39% |
| of that, discretionary | 237,561,229 39% |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 296,952 39% |
| % High Net Worth | 13.02% 7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name GBQ PARTNERS | Filing Date11/20/2025 | Form ADV-E View Report |
| Accounting Firm Name GBQ PARTNERS, LLC | Filing Date10/28/2024 | Form ADV-E View Report |
| Accounting Firm Name GBQ PARTNERS, LLC | Filing Date01/16/2024 | Form ADV-E View Report |