This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- RidgeFusion foundation
- Established Date
- 09-11-2017
- Office Locations
- 2
Office Locations
About Jericho Financial
Jericho Financial is an Ohio-based RIA providing holistic financial planning and investment management paired with hands-on coaching. The firm targets hard‑working and underserved individuals and offers advice with no account minimum. Beyond portfolio strategy, it guides clients on spending, lending decisions, insurance coverage, liquidity, tax and giving strategies tied to major life milestones. Portfolios are implemented primarily with ETFs and public funds, with Schwab as a key custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RYAN CHARLES BOSLER
Chief Compliance Officer, GENERAL PARTNER, Managing Member
- CRD
- #5258208
- Ownership
- 50% but less than 75%
MARK CHARLES FAUBEL
Financial Advisor, GENERAL PARTNER
- CRD
- #5924666
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Shar Alexander Cross
Operations Manager
- CRD
- #7358056
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $220,020,009 | $224,740 |
| Non-Discretionary | $0 | -- |
| Total | $220,020,009 | $224,740 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $220,020,009
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $274,217,626 | 26.2% |
| Public Funds | $184,207,260 | 17.6% |
| Cash | $98,383,423 | 9.4% |
| Corporate - Investment Grade | $138,155,445 | 13.2% |
| Municipal Bonds | $158,041,456 | 15.1% |
| Private Funds | $193,626,950 | 18.5% |
| Total | $1,046,632,160 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON PRIME | RIDGE FRONTIER | NYTZAVDUP | JEP | 10.96% | $3,342,683 |
| VERTEX FRONTIER SUMMIT | VITAL SUMMIT | JY34AIMC9 | CULHY | 6.52% | $5,021,887 |
| QUANTUM ELEMENT PRIME | VALUE FUSION | 1AWV0DKTD | KSXP | 11.16% | $48,747,262 |
| FOUNDATION PRIME VECTOR | MATRIX PIONEER | EEMQEXJKS | XOI | 6.44% | $115,036,260 |
| TIMBER VALUE | VERTEX CREST | LE6I8EGCX | IWQ | 5.44% | $66,218,520 |
| FOCUS RIDGE MATRIX | EAGLE LEGACY | IR9Q2NSHA | VTFI | 5.66% | $15,581,694 |
| VERTEX MATRIX CAPITAL | NORTH EAGLE | 7Z466PSYT | UAT | 9.77% | $100,177,836 |
| PIONEER LEGACY | MATRIX CREST | N67FBES0N | QZCY | 1.25% | $15,257,427 |