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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Ember
- Established Date
- 09-24-1999
- Office Locations
- 1
Office Locations
About Labrador Investments, LLC
Labrador Investments, LLC is a Cincinnati-based RIA operating under the fiduciary standard, providing financial planning and portfolio construction for individual investors, including retirees. The firm supports retirement account rollovers (401(k)/403(b)) and uses Charles Schwab as primary custodian with Schwab Alliance access. Portfolios may use mutual funds and ETFs with active and index-fund approaches, and the firm will vote client proxies on request.
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Services
Technology
Owner & Executives
ANITA LOUISE EISTHEN
Associate, Chief Compliance Officer, Chief Investment Officer and Chief Compliance Officer, Owner
- CRD
- #1937242
- Ownership
- 75% or more
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Marianne Douglas Woodburn
Principal
- CRD
- #5905348
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,432,301 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,432,301 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,432,301
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,722,325,160 | 24.8% |
| Equity - Exchange | $618,092,497 | 8.9% |
| Public Funds | $2,347,362,517 | 33.8% |
| Cash | $2,257,079,343 | 32.5% |
| Total | $6,944,859,517 | 100.0% |