CBIZ INVESTMENT ADVISORY SERVICES, LLC

CRD #286002 SEC #801-108996 CLEVELAND, OH 216-447-9000

SEC Registered

Total AUM

$10.5B

Discretionary

$10.5B

Employees

Clients

Accounts

2,658

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 27, 2025
Branch Offices: 20

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BAUM, LUKE, FLAGG	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAUM, LUKE, FLAGG	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAUM, LUKE, FLAGG	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAUM, LUKE, FLAGG	I	CHIEF COMPLIANCE OFFICER	NA	Control
Brown, Christopher, Mark	I	CHIEF COMPLIANCE OFFICER	NA	Control
Brown, Christopher, Mark	I	CHIEF COMPLIANCE OFFICER	NA	Control
Brown, Christopher, Mark	I	CHIEF COMPLIANCE OFFICER	NA	Control
Brown, Christopher, Mark	I	CHIEF COMPLIANCE OFFICER	NA	Control
Brown, Christopher, Mark	I	CHIEF COMPLIANCE OFFICER	NA	Control
Brown, Christopher, Mark	I	CHIEF COMPLIANCE OFFICER	NA	Control
Brown, Christopher, Mark	I	CHIEF COMPLIANCE OFFICER	NA	Control
Brown, Christopher, Mark	I	CHIEF COMPLIANCE OFFICER	NA	Control
Brown, Christopher, Mark	I	CHIEF COMPLIANCE OFFICER	NA	Control
Brown, Christopher, Mark	I	CHIEF COMPLIANCE OFFICER	NA	Control
Brown, Christopher, Mark	I	CHIEF COMPLIANCE OFFICER	NA	Control
Brown, Christopher, Mark	I	CHIEF COMPLIANCE OFFICER	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
DEAN, BRIAN, EDWARD	I	PRESIDENT	NA	Control
GEFFERT, JOHN, JOSEPH	I	MANAGER	NA	Control
GEFFERT, JOHN, JOSEPH	I	MANAGER	NA	Control
GEFFERT, JOHN, JOSEPH	I	MANAGER	NA	Control
GEFFERT, JOHN, JOSEPH	I	MANAGER	NA	Control
GEFFERT, JOHN, JOSEPH	I	MANAGER	NA	Control
GEFFERT, JOHN, JOSEPH	I	MANAGER	NA	Control
GEFFERT, JOHN, JOSEPH	I	MANAGER	NA	Control
GEFFERT, JOHN, JOSEPH	I	MANAGER	NA	Control
GEFFERT, JOHN, JOSEPH	I	MANAGER	NA	Control
GRISKO, JEROME, PAUL	I	DIRECTOR	NA	Control
King, James, Andrew	I	PRESIDENT	NA	Control
King, James, Andrew	I	PRESIDENT	NA	Control
LOUTTIT, KATHRYN, HALE	I	EXECUTIVE REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER	NA	Control
LOUTTIT, KATHRYN, HALE	I	EXECUTIVE REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER	NA	Control
LOUTTIT, KATHRYN, HALE	I	EXECUTIVE REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER	NA	Control
LOUTTIT, KATHRYN, HALE	I	EXECUTIVE REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER	NA	Control
LOUTTIT, KATHRYN, HALE	I	EXECUTIVE REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER	NA	Control
LOUTTIT, KATHRYN, HALE	I	EXECUTIVE REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER	NA	Control
LOUTTIT, KATHRYN, HALE	I	EXECUTIVE REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER	NA	Control
LOUTTIT, KATHRYN, HALE	I	EXECUTIVE REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER	NA	Control
LOUTTIT, KATHRYN, HALE	I	EXECUTIVE REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER	NA	Control
LOUTTIT, KATHRYN, HALE	I	EXECUTIVE REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER	NA	Control
LOUTTIT, KATHRYN, HALE	I	EXECUTIVE REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER	NA	Control
LOUTTIT, KATHRYN, HALE	I	EXECUTIVE REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER	NA	Control
LOUTTIT, KATHRYN, HALE	I	EXECUTIVE REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER	NA	Control
LOUTTIT, KATHRYN, HALE	I	EXECUTIVE REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER	NA	Control
LOUTTIT, KATHRYN, HALE	I	EXECUTIVE REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER	NA	Control
MACKINNON, J. DOUGLAS	I	CHIEF COMPLIANCE OFFICER	NA	Control
MELLARD, NANCY, MARIE	I	DIRECTOR	NA	Control
MELLARD, NANCY, MARIE	I	DIRECTOR	NA	Control
MELLARD, NANCY, MARIE	I	DIRECTOR	NA	Control
MELLARD, NANCY, MARIE	I	DIRECTOR	NA	Control
MELLARD, NANCY, MARIE	I	DIRECTOR	NA	Control
MILOVANCEV, STANLEY, DONALD	I	PRESIDENT	NA	Control
MILOVANCEV, STANLEY, DONALD	I	PRESIDENT	NA	Control
MILOVANCEV, STANLEY, DONALD	I	PRESIDENT	NA	Control
MORELLI, MATHEW, JOSEPH	I	CHIEF OF STAFF	NA	Control
MORELLI, MATHEW, JOSEPH	I	CHIEF OF STAFF	NA	Control
MORELLI, MATHEW, JOSEPH	I	CHIEF OF STAFF	NA	Control
MORELLI, MATHEW, JOSEPH	I	CHIEF OF STAFF	NA	Control
MORELLI, MATTHEW, JOSEPH	I	CHIEF OF STAFF	NA	Control
MORELLI, MATTHEW, JOSEPH	I	CHIEF OF STAFF	NA	Control
MORELLI, MATTHEW, JOSEPH	I	CHIEF OF STAFF	NA	Control
MORELLI, MATTHEW, JOSEPH	I	CHIEF OF STAFF	NA	Control
MORELLI, MATTHEW, JOSEPH	I	CHIEF OF STAFF	NA	Control
MORELLI, MATTHEW, JOSEPH	I	CHIEF OF STAFF	NA	Control
MORELLI, MATTHEW, JOSEPH	I	CHIEF OF STAFF	NA	Control
MORELLI, MATTHEW, JOSEPH	I	CHIEF OF STAFF	NA	Control
MORELLI, MATTHEW, JOSEPH	I	CHIEF OF STAFF	NA	Control
MORELLI, MATTHEW, JOSEPH	I	CHIEF OF STAFF	NA	Control
MORELLI, MATTHEW, JOSEPH	I	CHIEF OF STAFF	NA	Control
MORELLI, MATTHEW, JOSEPH	I	CHIEF OF STAFF	NA	Control
MORELLI, MATTHEW, JOSEPH	I	CHIEF OF STAFF	NA	Control
CBIZ OPERATIONS INC.	DE	PARENT COMPANY	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control
CBIZ OPERATIONS INC.	DE	SOLE MEMBER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
CBIZ, INC	DE	CBIZ INVESTMENT ADVISORY SERVICES, LLC	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control
CBIZ, INC	DE	CBIZ OPERATIONS, INC.	E	Control

Registrations

Federal

Mar 27, 2025 REGISTERED

Notice Filings (50)

AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC TN TX UT VA VT WA WI WV

Address

5959 ROCKSIDE WOODS BLVD N
SUITE 600
CLEVELAND, OH 44131
United States

Phone: 216-447-9000