CRD: 286002
Cbiz Investment Advisory Services, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS · Tiaa · Voya Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-08-2017
- Office Locations
- 30
Office Locations
About Cbiz Investment Advisory Services, LLC
Cbiz Investment Advisory Services, LLC is a Cleveland-based RIA with 30 offices. The firm has been operating for 9 years. Managing $12.8B in total assets under management, with 87 advisory representatives. They custody assets with Charles Schwab & Company and Empower.
Reported data analysis
What the numbers show
Between March 27, 2025 and March 20, 2026, reported AUM increased 21.6%, from $10.5B to $12.8B.
Across 5 reported observations, AUM increased 81.0% between July 1, 2022 and March 20, 2026, from $7.1B to $12.8B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 87 advisory representatives and 3,618 clients, or 41.6 clients per representative. That equates to $3.5M in reported AUM per client.
The profile lists 30 reported office locations and 9 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Cbiz Investment Advisory Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Christopher Mark Brown
Chief Compliance Officer
- CRD
- #6028654
- Ownership
- Less than 5%
James Andrew King
Executive Consultant, Insurance, President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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JACOB CHARLES ADAMCZYK
--
- CRD
- #6285381
SCOTT ADAMS
--
- CRD
- #2945109
Showing 2 of 91 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,762,169,497 | $4,477,954 |
| Non-Discretionary | $0 | -- |
| Total | $12,762,169,497 | $4,477,954 |
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Separately Managed Accounts
SMA allocation detail is available
Cbiz Investment Advisory Services, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Cbiz Investment Advisory Services, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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