PERSONAL CHOICE FINANCIAL ADVISORS, LLC
Legal name: FINANCIAL ROUNDS
CRD #110384 SEC #801-121351 CINCINNATI, OH 513-588-8080
SEC Registered
Total AUM
$178.3M
Discretionary
$173.2M
Employees
7
Clients
101
Accounts
523
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $178.3M | $173.2M | $5.1M | 7 | 0 |
| Mar 2025 | $178.3M | $173.2M | $5.1M | 7 | 0 |
| Mar 2025 | $178.3M | $173.2M | $5.1M | 7 | 0 |
| Aug 2024 | $159M | $154.8M | $4.2M | 7 | 0 |
| Feb 2024 | $159M | $154.8M | $4.2M | 7 | 0 |
| Feb 2024 | $159M | $154.8M | $4.2M | 7 | 0 |
| Mar 2023 | $129.9M | $125.9M | $4M | 7 | 0 |
| Jun 2022 | $162.4M | $146.3M | $16.1M | 5 | 13 |
| Mar 2022 | $162.4M | $146.3M | $16.1M | 5 | 13 |
| Apr 2021 | $138.5M | $123.4M | $15M | 6 | 16 |
| Jun 2012 | $78.2M | $68.4M | $9.9M | 1 | 200 |
| Jun 2012 | $78.2M | $68.4M | $9.9M | 1 | 200 |
| May 2012 | $78.2M | $68.4M | $9.9M | 1 | 200 |
| Mar 2012 | $78.2M | $68.4M | $9.9M | 1 | 200 |
| Mar 2011 | $77.5M | $65.2M | $12.3M | 5 | -- |
| Mar 2009 | $64M | $55.4M | $8.6M | 5 | -- |
| Feb 2007 | $80.7M | $68.6M | $12.1M | 5 | -- |
| Feb 2006 | $70.1M | $60.1M | $10M | 5 | -- |
| Dec 2005 | $67.9M | $57.2M | $10.7M | 5 | -- |
| Jan 2005 | $63.5M | $48.9M | $14.6M | 5 | -- |
| Apr 2002 | $44.5M | $43.5M | $972.2K | 5 | -- |
DateSep 2025
Total AUM$178.3M
Discretionary$173.2M
Non-Disc.$5.1M
Employees7
Clients0
DateMar 2025
Total AUM$178.3M
Discretionary$173.2M
Non-Disc.$5.1M
Employees7
Clients0
DateMar 2025
Total AUM$178.3M
Discretionary$173.2M
Non-Disc.$5.1M
Employees7
Clients0
DateAug 2024
Total AUM$159M
Discretionary$154.8M
Non-Disc.$4.2M
Employees7
Clients0
DateFeb 2024
Total AUM$159M
Discretionary$154.8M
Non-Disc.$4.2M
Employees7
Clients0
DateFeb 2024
Total AUM$159M
Discretionary$154.8M
Non-Disc.$4.2M
Employees7
Clients0
DateMar 2023
Total AUM$129.9M
Discretionary$125.9M
Non-Disc.$4M
Employees7
Clients0
DateJun 2022
Total AUM$162.4M
Discretionary$146.3M
Non-Disc.$16.1M
Employees5
Clients13
DateMar 2022
Total AUM$162.4M
Discretionary$146.3M
Non-Disc.$16.1M
Employees5
Clients13
DateApr 2021
Total AUM$138.5M
Discretionary$123.4M
Non-Disc.$15M
Employees6
Clients16
DateJun 2012
Total AUM$78.2M
Discretionary$68.4M
Non-Disc.$9.9M
Employees1
Clients200
DateJun 2012
Total AUM$78.2M
Discretionary$68.4M
Non-Disc.$9.9M
Employees1
Clients200
DateMay 2012
Total AUM$78.2M
Discretionary$68.4M
Non-Disc.$9.9M
Employees1
Clients200
DateMar 2012
Total AUM$78.2M
Discretionary$68.4M
Non-Disc.$9.9M
Employees1
Clients200
DateMar 2011
Total AUM$77.5M
Discretionary$65.2M
Non-Disc.$12.3M
Employees5
Clients--
DateMar 2009
Total AUM$64M
Discretionary$55.4M
Non-Disc.$8.6M
Employees5
Clients--
DateFeb 2007
Total AUM$80.7M
Discretionary$68.6M
Non-Disc.$12.1M
Employees5
Clients--
DateFeb 2006
Total AUM$70.1M
Discretionary$60.1M
Non-Disc.$10M
Employees5
Clients--
DateDec 2005
Total AUM$67.9M
Discretionary$57.2M
Non-Disc.$10.7M
Employees5
Clients--
DateJan 2005
Total AUM$63.5M
Discretionary$48.9M
Non-Disc.$14.6M
Employees5
Clients--
DateApr 2002
Total AUM$44.5M
Discretionary$43.5M
Non-Disc.$972.2K
Employees5
Clients--