Isgrig Capital Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
124
Advisors
1
of 1 employees
About
Isgrig Capital Asset Management is a single-advisor registered investment adviser that works with individuals and a range of institutional clients, including pension and profit‑sharing plans, trusts, estates, charitable organizations, banks and other business entities. The firm offers modular financial planning, recommendations to third‑party investment advisers, and qualified plan consulting services for employee benefit plans.
The firm typically outsources portfolio management to third‑party advisers (predominantly Wealthcare Capital Management for new and most existing clients, and legacy relationships with Matson Money) and serves as a sub‑advisor rather than exercising discretionary trading authority. For financial planning it charges hourly or fixed fees and relies on Wealthcare’s planning and simulation tools (including Monte Carlo and WEALTHSIMULATOR® methods and the Wealthcare Comfort Zone framework) while favoring broadly diversified, tax‑efficient indexed ETFs and mutual funds in client allocations.
Noteworthy for a solo independent adviser, the brochure discloses oversight of substantial third‑party‑managed assets (about $186.3 million as of 12/31/2025) alongside a formal pension consulting/qualified‑plan offering, both of which are less common among peers. The firm also does not take custody or accept performance‑based fees, and its compensation is often received through TPAs rather than by directly debiting a traditional percentage‑of‑assets advisory fee from client accounts.
Client services
Expertise
Occupation focus
Fee options
Fixed fee up to $25,000 for financial planning and consulting services
$0 - $500,000: 0.70% $500,000 - $1,000,000: 0.73% $1,000,000 - $4,000,000: 0.51% $4,000,000 - $9,000,000: 0.41% $9,000,000 - $14,000,000: 0.31% $14,000,000+: 0.21%
$300 per hour for financial planning and consulting services
Minimum fee: Financial planning and consulting fees: $300/hour or fixed fee up to $25,000 Fee-only: Hourly fee of $300 or fixed fee up to $25,000 for financial planning and consulting services
Main office
Cincinnati OH
Advisors at this office
1
Most active in
Colorado · Indiana · Kentucky · Louisiana · Ohio · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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