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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-17-2023
- Office Locations
- 1
Office Locations
About Isaacs & Associates, LLC
Isaacs & Associates, LLC is an independent Cincinnati-area advisory firm led by second-generation owner Ray Isaacs. The team works with individuals and families—often near retirement or navigating major life changes—delivering holistic financial planning with tax-efficient retirement-income and legacy strategies. Solutions span investments, annuities, and insurance/asset-protection planning, and the firm engages prospects through in-person workshops and events.
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Client Personas
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Investment Themes
Investment Vehicles
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Owner & Executives
RAY ALLEN ISAACS
Chief Compliance Officer, Managing Member
- CRD
- #1205809
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $71,846,699 | -- |
| Total | $71,846,699 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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