CI
Cbiz Investment Advisory Services, Llc
SEC-registered
Institutional / Pension Advisor · Large ($10B–$100B)
CRD 286002
· SEC file 801-108996
· Cleveland, OH
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ADV data as of Mar 20, 2026
- Regulatory AUM
- $12.8B
- Discretionary
- $12.8B
- Clients
- 2,850
- Avg AUM / client
- $4.5M
- Accounts
- 2,850
- Employees
- 93
AUM over time
$0
$12.8B
Dec 2016
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,382 | $312M | 2.44% |
| High net worth individuals | 383 | $415M | 3.25% |
| Banking or thrift institutions | 16 | $178M | 1.39% |
| Pension and profit sharing plans | 730 | $8.2B | 63.9% |
| Charitable organizations | 14 | $70.5M | 0.55% |
| State or municipal government entities | 243 | $1.8B | 14.3% |
| Corporations and other businesses | 14 | $28.1M | 0.22% |
| Other | 68 | $1.8B | 13.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C. Showing first 100 of 206.
People (90)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Mark Brown | Chief Compliance Officer | Jan 2020 (7y) | Less than 5% | |
| Mellard, Nancy Marie | Director | Jan 2024 (3y) | Less than 5% | |
| King, James, Andrew | President | Dec 2024 (2y) | Less than 5% | |
| Brian Edward Dean | Registered representative | CFA | Aug 2017 (9y) | |
| Brian Joseph Blach | Registered representative | Aug 2017 (9y) | ||
| Edmund Henry Hinders | Registered representative | Aug 2017 (9y) | ||
| John Raymond Smyth | Registered representative | CFP Personal Financial Specialist | Aug 2017 (9y) | |
| Michael John Swallow | Registered representative | CFA | Aug 2017 (9y) | |
| Todd Carlton Pyles | Registered representative | CFP | Sep 2017 (9y) | |
| James Patrick Winchester | Registered representative | Sep 2017 (9y) | ||
| Eric Michael Endress | Registered representative | CFA | Mar 2018 (8y) | |
| Michael Paul Ziccardi | Registered representative | Mar 2018 (8y) | ||
| Christopher Ryan Blank | Registered representative | Apr 2018 (8y) | ||
| Bradley Patrick Warner | Registered representative | May 2018 (8y) | ||
| Christopher John Tomlinson | Registered representative | May 2018 (8y) | ||
| Michael Bernard Glackin | Registered representative | CFP | May 2018 (8y) | |
| Richard Christian Ritzer | Registered representative | CFP | May 2018 (8y) | |
| Matthew Joseph Felten | Registered representative | Aug 2018 (8y) | ||
| Patricia Marie Cage | Registered representative | Oct 2018 (8y) | ||
| Gilbert Jackson Keller | Registered representative | Oct 2018 (8y) | ||
| Robert James Auster | Registered representative | Nov 2018 (8y) | ||
| Morgan Lee Desalvo | Registered representative | CFP | Dec 2018 (8y) | |
| Jonathan J Squire | Registered representative | Dec 2018 (8y) | ||
| Joseph Scott Long | Registered representative | Dec 2018 (8y) | ||
| Charles Garlin Stout | Registered representative | Jan 2019 (8y) | ||
| Richard Lee Harshman | Registered representative | Jan 2019 (8y) | ||
| Martin Barnwell Bel | Registered representative | CFA | Jan 2019 (8y) | |
| Paula Marie Lewis | Registered representative | Mar 2019 (7y) | ||
| Brian L Jones | Registered representative | Jul 2019 (7y) | ||
| Ian M Janecek | Registered representative | Jul 2019 (7y) | ||
| Jeffrey Forrest Barnes | Registered representative | CFP | Jul 2019 (7y) | |
| Robert Alan Longfield | Registered representative | CFA | Jul 2019 (7y) | |
| Scott Alan Arnwine | Registered representative | Jul 2019 (7y) | ||
| Cindy Renea Orr | Registered representative | Aug 2019 (7y) | ||
| Kalman David Muchnick | Registered representative | Aug 2019 (7y) | ||
| Patrick G Donnelly | Registered representative | CFP CFA | Sep 2019 (7y) | |
| Cory Joseph Mccomas | Registered representative | Sep 2019 (7y) | ||
| Andrew Charles Vanburen | Registered representative | Sep 2019 (7y) | ||
| Karen Susan Roberts | Registered representative | Oct 2019 (7y) | ||
| Derek Michael Otremba | Registered representative | Jan 2020 (7y) | ||
| Sy Jackson Farris | Registered representative | Jan 2020 (7y) | ||
| Alexander James Laikos | Registered representative | Jan 2020 (7y) | ||
| Kerry Jo Ely | Registered representative | Jan 2020 (7y) | ||
| Karen Barabutes Barta | Registered representative | Feb 2020 (6y) | ||
| Patrick Michael Carroll | Registered representative | Mar 2020 (6y) | ||
| Jennifer Lynn Tripp | Registered representative | Mar 2020 (6y) | ||
| John Paul Lupica | Registered representative | May 2020 (6y) | ||
| Nicholas Paul Bebout | Registered representative | Jun 2020 (6y) | ||
| James Frederick Harmon | Registered representative | Jul 2020 (6y) | ||
| Anthony M. Scalfaro | Registered representative | Aug 2020 (6y) | ||
| Jason Benito Ibarra | Registered representative | Sep 2020 (6y) | ||
| Miles Slocum Fortas | Registered representative | Sep 2020 (6y) | ||
| Jeffrey Allen Schapel | Registered representative | Feb 2021 (5y) | ||
| Colin Edward Barker | Registered representative | Oct 2021 (5y) | ||
| Travis D. Helmich | Registered representative | Nov 2021 (5y) | ||
| Jacob Charles Adamczyk | Registered representative | Jan 2022 (5y) | ||
| Joseph Daniel Nitting | Registered representative | CFA | Feb 2022 (4y) | |
| Justin S Newton | Registered representative | Mar 2022 (4y) | ||
| Melissa Kadras Black | Registered representative | Mar 2022 (4y) | ||
| Zachary Stephen Pierce | Registered representative | May 2022 (4y) | ||
| Ricardo Gardea | Registered representative | Jun 2022 (4y) | ||
| James Thomas Ries | Registered representative | Jul 2022 (4y) | ||
| Gina Capizzani Hamblen Miles | Registered representative | Sep 2022 (4y) | ||
| Michael R Tirney | Registered representative | Mar 2023 (3y) | ||
| Matthew Brian Taylor | Registered representative | Jul 2023 (3y) | ||
| Matthew Gordon Padera | Registered representative | Jul 2023 (3y) | ||
| Valerie Kay Brennan | Registered representative | Oct 2023 (3y) | ||
| Krystal Lynn Stair | Registered representative | Chartered Financial Consultant | May 2024 (2y) | |
| Thomas James Gorman | Registered representative | May 2024 (2y) | ||
| Elizabeth Ann Hoover | Registered representative | Personal Financial Specialist | Oct 2024 (2y) | |
| Trevor Wade Turner | Registered representative | Dec 2024 (2y) | ||
| Rory Padraic Glackin | Registered representative | Mar 2025 (1y) | ||
| R Scott Nicholls | Registered representative | Jun 2025 (1y) | ||
| Anna Zelenovich | Registered representative | Jun 2025 (1y) | ||
| Peter John Riviello | Registered representative | Aug 2025 (1y) | ||
| Jordan Craig Austrian | Registered representative | Sep 2025 (1y) | ||
| Natasha Colleen Dockstader | Registered representative | Sep 2025 (1y) | ||
| Jennifer Hutchins | Registered representative | CFA | Sep 2025 (1y) | |
| Alison Brigid Decrane | Registered representative | Sep 2025 (1y) | ||
| Nicholas Wayne Kroeger | Registered representative | Dec 2025 (1y) | ||
| Dominic Depaul Trupiano | Registered representative | Mar 2026 (0y) | ||
| Nicholas Rhoa | Registered representative | Mar 2026 (0y) | ||
| Kim Marie Cangelose | Registered representative | Apr 2026 (0y) | ||
| Isabella Zora Shumay | Registered representative | May 2026 (0y) | ||
| Michael R. Stuart | Registered representative | Jun 2026 (0y) | ||
| Robert Zeidman | Registered representative | Jun 2026 (0y) | ||
| Ernest Lee Smith | Registered representative | Jun 2026 (0y) | ||
| Robert Thomas Walsh | Registered representative | Jun 2026 (0y) | ||
| Julian Simmerman | Registered representative | Jun 2026 (0y) | ||
| Scott Adams | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cbiz Operations Inc. | Sole Member | Sep 2016 | A | 75% or more |
| Cbiz, Inc | Sole Owner | Nov 1996 | B | 75% or more of Cbiz Operations, Inc. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (100)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Cca Global Partners 401(k) Profit Sharing Plan | Cca Global Partners, Inc. | 425 | $66.0M | 10/01/2024 |
| Crimson Oak Grove Resources, Llc Retirement 401(k) Savings Plan | Crimson Oak Grove Resources, Llc | 171 | $11.3M | 09/16/2024 |
| Tiya 401 K Plan | Tiya Services, Llc | 306 | $12.9M | 09/01/2024 |
| Pinewood Oakwood School 403(b) Retirement Plan | Creative Center Of Los Altos | 208 | $41.5M | 07/01/2024 |
| Community Interactions, Inc. 401(k) Profit Sharing Plan | Community Interactions, Inc. | 426 | $11.4M | 07/01/2024 |
| Christian Schools International 403(b) Retirement Savings Plan | Christian Schools International | 1,645 | $39.5M | 07/01/2024 |
| Southwest Network 403(b) Retirement Plan | Southwest Network, Inc. | 351 | $13.3M | 07/01/2024 |
| Service Coordination, Inc. Tax Deferred Savings Plan | Service Coordination, Inc. | 1,084 | $46.7M | 07/01/2024 |
| The Goucher College Defined Contribution Retirement Plan | Goucher College | 397 | $154M | 07/01/2024 |
| Ac&T Company, Inc. 401(k) Profit Sharing Plan | Ac&T Company, Inc. | 521 | $23.7M | 07/01/2024 |
| Area Agency On Aging 11, Inc. 401(k) Plan | Direction Home Of Eastern Ohio, Inc | 154 | $10.3M | 07/01/2024 |
| Ohio Wesleyan University Defined Contribution Retirement Plan And Tax Deferred Annuity Plan | Ohio Wesleyan University | 545 | $194M | 07/01/2024 |
| Humanim Profit Sharing Plan | Humanim | 48 | $2.0M | 07/01/2024 |
| Southern College Of Optometry Defined Contribution Plan | Southern College Of Optometry | 241 | $80.6M | 07/01/2024 |
| Northeast Treatment Centers 403(b) Plan | Northeast Treatment Centers, Inc. | 516 | $6.2M | 07/01/2024 |
| Imc Companies 401(k) & Investment Plan | Industrial Manufacturing Company, Llc | 1,134 | $159M | 05/01/2024 |
| Foundation For Atlanta Veterans Education And Research, Inc. 403(b) Salary Reduction & Pension Plan | Foundation For Atlanta Veterans Education And Research, Inc. | 47 | $12.0M | 04/01/2024 |
| React Health 401(k) Plan | 3 B Medical, Inc. | 630 | $28.1M | 01/01/2024 |
| Third Federal 401(k) Savings Plan | Third Federal Savings And Loan Association Of Cleveland | 927 | $205M | 01/01/2024 |
| Atsu Employee Retirement Plan | A.T. Still University Of Health Sciences | 1,723 | $215M | 01/01/2024 |
| Western Management Llc 401(k) Profit Sharing Plan & Trust | Western Management Llc | 116 | $2.2M | 01/01/2024 |
| Buckeye Corrugated, Inc. 401(k) Plan And Trust | Buckeye Corrugated, Inc. | 872 | $54.6M | 01/01/2024 |
| Coleman Professional Services Employees Pension Plan | Coleman Professional Services Inc. | 0 | $0 | 01/01/2024 |
| Imcd Holdings U.S., Inc. 401(k) Plan | Imcd Holdings U.S., Inc. | 374 | $63.7M | 01/01/2024 |
| Mid America Real Estate Corp. 401(k) Plan & Trust | Mid America Real Estate, Corp. | 247 | $47.6M | 01/01/2024 |
Top 25 of 100 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Fidelity Investments Institutional Services Company, Inc. $2.7B (22% of AUM) Mar 2026
- Charles Schwab & Co. $2.1B (17% of AUM) Mar 2026
- Voya Financial $1.9B (15% of AUM) Mar 2026
- Empower Financial Services, Inc. $1.9B (15% of AUM) Mar 2026
- Tiaa Financial Services $1.6B (13% of AUM) Mar 2026
- Fidelity Brokerage Services $183M (9% of AUM) Dec 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗