| As of Date | 07/09/2026 |
| Registration | SEC, Approved, 04/30/2009 |
| ADV Location | PEPPER PIKE, OH, United States |
| Contact Info | 216 xxxxxxx |
| Websites |
| AUM* | 7,513,187,008 46% |
| of that, discretionary | 6,781,231,272 46% |
| Number of Employees | 69 23% |
| of those in investment advisory functions | 39 18% |
| Private Fund GAV* | 0 |
| Avg Account Size | 879,661 22% |
| % High Net Worth | 36.06% 8% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name BOBER MARKEY FEDOROVICH | Filing Date05/12/2026 | Form ADV-E View Report |
| Accounting Firm Name BOBER MARKEY FEDOROVICH | Filing Date11/18/2025 | Form ADV-E View Report |
| Accounting Firm Name BOBER MARKEY FEDOROVICH | Filing Date12/09/2024 | Form ADV-E View Report |
| Accounting Firm Name BOBER MARKEY FEDOROVICH | Filing Date07/13/2023 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$189,945,520 | % Position4.00% | $ Change11.00% | # Change-10.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$175,782,662 | % Position4.00% | $ Change4.00% | # Change-9.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$129,427,956 | % Position3.00% | $ Change17.00% | # Change-4.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$145,921,967 | % Position3.00% | $ Change-7.00% | # Change-8.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$108,867,482 | % Position2.00% | $ Change-4.00% | # Change-17.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$119,927,408 | % Position2.00% | $ Change-1.00% | # Change-11.00% |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$78,259,882 | % Position2.00% | $ Change-14.00% | # Change-13.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$102,970,154 | % Position2.00% | $ Change2.00% | # Change-11.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$96,332,998 | % Position2.00% | $ Change3.00% | # Change-1.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$77,345,535 | % Position2.00% | $ Change17.00% | # Change-5.00% |