Ohio Cu Financial Services, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 341083
· Garfield Heights, OH
· ohiocufinancialservices.com
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ADV data as of Oct 02, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 2
AUM over time
$0
$0
Jul 9, 2026
Oct 2, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 02, 2026
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Caleb Benjamin Daniel Garbuio | Registered representative | Jun 2026 (0y) | ||
| Michelle L Brooks | Registered representative | Jun 2026 (0y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 1.09 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
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 02, 2026.
View current Form ADV (SEC/IAPD) ↗