A
$50.0M Total AUM
$50.0M Disc. AUM
-- 3Y CAGR
0 Employees
82 ADV. Clients
24 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2002
- Office Locations
- 2
Office Locations
-- Ashville OH
-- Kettering OH
About Alban Investment Management, LLC
Alban Investment Management is a fee-only RIA founded in 2002 by Ron Alban (MIT Sloan) serving individuals and families nationwide. The firm provides personalized investment planning and ongoing portfolio management tailored to client objectives and risk preferences. Client assets are custodied at Fidelity, and regulatory data indicates portfolios are predominantly ETF-based.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$609.8K AVG AUM / CLIENT
24.1 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
24yrs Firm Age
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Custodian
Vertex
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Owner & Executives
D
DOMINIQUE GUILLON ALBAN
Owner, Secretary
- CRD
- --
- Ownership
- Less than 5%
(611) 558-5271
quantum.glacier@eaglecapital.com
in linkedin.com/in/ember-harbor
R
RONALD CARL ALBAN MR.
Owner, PRINCIPAL
- CRD
- #4553605
- Ownership
- Less than 5%
(864) 733-1683
horizon.harbor@vectorcapital.com
in linkedin.com/in/focus-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,000,000
Equity - Exchange:
38.6% Cash:
22.6% Public Funds:
38.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,104,427,621 | 38.6% |
| Cash | $1,232,126,017 | 22.6% |
| Public Funds | $2,115,331,391 | 38.8% |
| Total | $5,451,885,029 | 100.0% |