ON INVESTMENT MANAGEMENT CO
CRD #105662 SEC #801-7941 CINCINNATI, OH 855-262-0913
SEC Registered Broker-Dealer Disclosures
Total AUM
$2.4B
Discretionary
$736.9M
Employees
3,193
Clients
251
Accounts
12,053
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $2.4B | $736.9M | $1.6B | 3,193 | 308 |
| May 2025 | $2.4B | $736.9M | $1.6B | 3,193 | 308 |
| Mar 2025 | $2.4B | $736.9M | $1.6B | 3,193 | 308 |
| Mar 2024 | $2.2B | $654.7M | $1.5B | 206 | 275 |
| Jan 2024 | $2.1B | $512.4M | $1.6B | 256 | 321 |
| Sep 2023 | $2.1B | $512.4M | $1.6B | 256 | 321 |
| May 2023 | $2.1B | $512.4M | $1.6B | 256 | 321 |
| Mar 2023 | $2.1B | $512.4M | $1.6B | 256 | 321 |
| Feb 2023 | $2.6B | $786.8M | $1.8B | 309 | 278 |
| Sep 2022 | $2.6B | $786.8M | $1.8B | 309 | 278 |
| May 2022 | $2.6B | $786.8M | $1.8B | 309 | 278 |
| Mar 2022 | $2.6B | $786.8M | $1.8B | 309 | 278 |
| Mar 2021 | $2.2B | $614.6M | $1.5B | 298 | 269 |
| Jun 2020 | $1.8B | $451.5M | $1.3B | 348 | 279 |
| Jun 2020 | $1.8B | $451.5M | $1.3B | 348 | 279 |
| Mar 2020 | $1.8B | $451.5M | $1.3B | 348 | 279 |
| Aug 2019 | $1.5B | $368.4M | $1.1B | 374 | 248 |
| Mar 2019 | $1.5B | $368.4M | $1.1B | 374 | 248 |
| Mar 2018 | $1.4B | $396.6M | $1B | 374 | 226 |
| Mar 2017 | $1B | $245.6M | $759.5M | 352 | 5,500 |
| Jan 2017 | $831.8M | $153.9M | $677.9M | 346 | 4,700 |
| Mar 2016 | $831.8M | $153.9M | $677.9M | 346 | 4,700 |
| Mar 2015 | $879.8M | $276.2M | $603.5M | 333 | 5,550 |
| Apr 2014 | $707.7M | $237.1M | $470.6M | 305 | 4,100 |
| Mar 2014 | $707.7M | $237.1M | $470.6M | 305 | 4,100 |
| Mar 2013 | $438.2M | $179.6M | $258.6M | 298 | 2,400 |
| Mar 2012 | $308.2M | $38.5M | $269.7M | 251 | 2,100 |
DateNov 2025
Total AUM$2.4B
Discretionary$736.9M
Non-Disc.$1.6B
Employees3,193
Clients308
DateMay 2025
Total AUM$2.4B
Discretionary$736.9M
Non-Disc.$1.6B
Employees3,193
Clients308
DateMar 2025
Total AUM$2.4B
Discretionary$736.9M
Non-Disc.$1.6B
Employees3,193
Clients308
DateMar 2024
Total AUM$2.2B
Discretionary$654.7M
Non-Disc.$1.5B
Employees206
Clients275
DateJan 2024
Total AUM$2.1B
Discretionary$512.4M
Non-Disc.$1.6B
Employees256
Clients321
DateSep 2023
Total AUM$2.1B
Discretionary$512.4M
Non-Disc.$1.6B
Employees256
Clients321
DateMay 2023
Total AUM$2.1B
Discretionary$512.4M
Non-Disc.$1.6B
Employees256
Clients321
DateMar 2023
Total AUM$2.1B
Discretionary$512.4M
Non-Disc.$1.6B
Employees256
Clients321
DateFeb 2023
Total AUM$2.6B
Discretionary$786.8M
Non-Disc.$1.8B
Employees309
Clients278
DateSep 2022
Total AUM$2.6B
Discretionary$786.8M
Non-Disc.$1.8B
Employees309
Clients278
DateMay 2022
Total AUM$2.6B
Discretionary$786.8M
Non-Disc.$1.8B
Employees309
Clients278
DateMar 2022
Total AUM$2.6B
Discretionary$786.8M
Non-Disc.$1.8B
Employees309
Clients278
DateMar 2021
Total AUM$2.2B
Discretionary$614.6M
Non-Disc.$1.5B
Employees298
Clients269
DateJun 2020
Total AUM$1.8B
Discretionary$451.5M
Non-Disc.$1.3B
Employees348
Clients279
DateJun 2020
Total AUM$1.8B
Discretionary$451.5M
Non-Disc.$1.3B
Employees348
Clients279
DateMar 2020
Total AUM$1.8B
Discretionary$451.5M
Non-Disc.$1.3B
Employees348
Clients279
DateAug 2019
Total AUM$1.5B
Discretionary$368.4M
Non-Disc.$1.1B
Employees374
Clients248
DateMar 2019
Total AUM$1.5B
Discretionary$368.4M
Non-Disc.$1.1B
Employees374
Clients248
DateMar 2018
Total AUM$1.4B
Discretionary$396.6M
Non-Disc.$1B
Employees374
Clients226
DateMar 2017
Total AUM$1B
Discretionary$245.6M
Non-Disc.$759.5M
Employees352
Clients5,500
DateJan 2017
Total AUM$831.8M
Discretionary$153.9M
Non-Disc.$677.9M
Employees346
Clients4,700
DateMar 2016
Total AUM$831.8M
Discretionary$153.9M
Non-Disc.$677.9M
Employees346
Clients4,700
DateMar 2015
Total AUM$879.8M
Discretionary$276.2M
Non-Disc.$603.5M
Employees333
Clients5,550
DateApr 2014
Total AUM$707.7M
Discretionary$237.1M
Non-Disc.$470.6M
Employees305
Clients4,100
DateMar 2014
Total AUM$707.7M
Discretionary$237.1M
Non-Disc.$470.6M
Employees305
Clients4,100
DateMar 2013
Total AUM$438.2M
Discretionary$179.6M
Non-Disc.$258.6M
Employees298
Clients2,400
DateMar 2012
Total AUM$308.2M
Discretionary$38.5M
Non-Disc.$269.7M
Employees251
Clients2,100