Investment advisers in Toledo, OH
5 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Seniors Housing Fund Manager LLC | $3.79 billion | 40 | 0 |
| Kmg Fiduciary Partners, LLC | $1.67 billion | 16 | 0 |
| Croak Capital | $363.9 million | 6 | 0 |
| Structured Wealth Management, Inc. | $226.9 million | 4 | 0 |
| Alan B. Lancz & Associates, Inc. | $175.4 million | 4 | 0 |