| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 04/30/2021 |
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| ADV Location | COLUMBUS, OH, United States |
| Contact Info | 614 xxxxxxx |
| Websites |
| AUM* | 199,520,574 26% |
| of that, discretionary | 196,119,644 25% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 595,584 14% |
| % High Net Worth | 31.45% 4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pension and profit sharing plans
- Charitable organizations
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ARY ROEPCKE MULCHAEY | Filing Date09/11/2025 | Form ADV-E View Report |
| Accounting Firm Name ARY ROEPCKE MULCHAEY | Filing Date03/29/2024 | Form ADV-E View Report |
| Accounting Firm Name ARY ROEPCKE MULCHAEY | Filing Date09/15/2023 | Form ADV-E View Report |