CRD: 173810
THE Retirement Specialist OF Central Ohio
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- Custodian
- Axos
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2015
- Office Locations
- 1
Office Locations
About THE Retirement Specialist OF Central Ohio
The Retirement Specialist of Central Ohio provides retirement-focused financial planning and portfolio management for retirees and pre-retirees, with added support for insurance, tax, and estate planning needs. The firm emphasizes asset allocation and risk management using vehicles like ETFs and mutual funds. A notable niche is guidance for pension and federal/municipal plan participants (e.g., OPERS/STRS, CSRS/FERS/TSP), delivered through retirement reports and educational events.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS COLBY CANTRELL
Associate, Chief Compliance Officer, Managing Member
- CRD
- #4545913
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
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James David Noxon
--
- CRD
- #4692904
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,824,114 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,824,114 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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