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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-15-2006
- Office Locations
- 2
Office Locations
About Nvest Wealth Strategies, Inc.
Nvest Wealth Strategies is an Ohio-based RIA providing financial planning and portfolio construction with a risk-managed, asset-allocation approach. The team serves business owners and other individuals, implementing portfolios primarily with ETFs and mutual funds and incorporating fixed income as needed. Custodied at Schwab. Led by partner Steve Henderly, CFA, the firm publishes regular market commentary and quarterly newsletters for clients.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEVEN GREGORY HENDERLY
Chief Compliance Officer, Investment Advisor, PARTNER
- CRD
- #6155910
- Ownership
- 50% but less than 75%
JORDAN ARTHUR RANLY
PARTNER
- CRD
- #7859014
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $223,508,756 | $417,773 |
| Non-Discretionary | $13,181,405 | $125,537 |
| Total | $236,690,161 | $369,828 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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