Isaacs & Associates, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Isaacs & Associates provides comprehensive financial planning and ongoing investment management to individuals, high-net-worth clients, and business entities. The firm reports approximately $71.8 million in client assets managed on a non-discretionary basis as of February 25, 2026 and delivers written financial plans accessible through a client portal.
The firm emphasizes an asset-allocation approach and implements portfolios using a combination of in-house models and institutional strategist models accessed through Orion Portfolio Solutions, with periodic rebalancing and monitoring tied to client goals and risk tolerance. Clients may impose investment restrictions, and accounts can be managed either non-discretionarily or discretionary depending on the engagement, though the firm predominantly operates non-discretionarily.
Noteworthy features include the predominance of non-discretionary AUM, which is uncommon among similar advisers, and the owner’s activity as a licensed insurance agent who may recommend and receive commissions for insurance products; the brochure discloses these potential conflicts and the firm’s policies to address them. The firm also leans on third‑party strategist platforms for model selection, trading, and reporting rather than relying solely on internally generated strategies.
Client services
Expertise
Fee options
$500 to $1,000 for comprehensive financial planning (negotiable, waived if investment management services engaged)
0.80% to 1.70% (negotiable based on account size)
Account minimum: $100,000 (may be waived at discretion)
Main office
4270 Ivy Pointe Blvd, Suite 100
Cincinnati OH 45245
Advisors at this office
1
Most active in
Kentucky · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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