| As of Date | 01/26/2026 |
| Registration | SEC, Approved, 12/20/2019 |
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| ADV Location | ASHLAND, OH, United States |
| Contact Info | 419 xxxxxxx |
| Websites |
| AUM* | 237,561,229 39% |
| of that, discretionary | 237,561,229 39% |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 296,952 39% |
| % High Net Worth | 13.02% 7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name GBQ PARTNERS | Filing Date11/20/2025 | Form ADV-E View Report |
| Accounting Firm Name GBQ PARTNERS, LLC | Filing Date10/28/2024 | Form ADV-E View Report |
| Accounting Firm Name GBQ PARTNERS, LLC | Filing Date01/16/2024 | Form ADV-E View Report |
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser JOEL ADAMS AND ASSOCIATES INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM305.6m | #Funds- | |
| Adviser PSI ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM800.9m | #Funds- | |
| Adviser MIAMI VALLEY PORTFOLIO MANAGEMENT INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM218.6m | #Funds- | |
| Adviser PKS INVESTMENT ADVISORS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM367.2m | #Funds- | |
| Adviser TIER ONE WEALTH MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM154.0m | #Funds- | |
| Adviser NESTLERODE & LOY, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM199.1m | #Funds- | |
| Adviser ALEXANDER BEARD (USA) INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM48.9m | #Funds- | |
| Adviser HARVEST INVESTMENT CONSULTANTS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM549.0m | #Funds- | |
| Adviser HERITAGE FINANCIAL SOLUTIONS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM84.2m | #Funds- | |
| Adviser CHICAGO INVESTMENT ADVISORY COUNCIL, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM230.0m | #Funds- |