Ohio CU Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ohio CU Financial Services, LLC provides portfolio management and pension consulting to individuals, high‑net‑worth individuals, charitable organizations, and business entities. The firm advises primarily on mutual funds, fixed‑income securities, ETFs and insurance products (including annuities) and reported no assets under management as of April 2026.
The firm documents client goals in an Investment Policy Statement, uses fundamental analysis and a long‑term trading approach, and conducts at least quarterly account reviews. Ohio CU Financial charges asset‑based fees, requires custody with Schwab Institutional, and does not take discretionary trading authority over client accounts.
Distinctive features include ownership by Ohio Federal Credit Union and operation as an insurance entity, creating affiliations with a banking institution and insurance activities that the firm acknowledges as potential conflicts and says it manages through policies and disclosures. The firm is recently formed (2024) with a small management team, does not aggregate block trades for multiple clients, and notes the potential receipt of research or other soft‑dollar benefits from custodians.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001+: 0.75%
Main office
13623 Rockside Road
Garfield Heights OH 44125
Advisors at this office
1
Most active in
Ohio
Also doing business as
Ohio Cu Financial · Ohio Cu Financial Services, LLC
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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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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.
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