A complete list of active advisors currently associated with Priad Investment Advisers, L.L.C.
Warmer can help you find a great advisor at Priad Investment Advisers, L.L.C. or one who fits your needs even better.
Priad Investment Advisers, L.L.C. provides investment advisory and portfolio management services to a very small client base, managing approximately $4.32 million in client assets across two clients. The firm works with individual clients and uses a fee arrangement tied to assets under management, a common billing approach among independent advisers. The firm’s advisory relationship is primarily non‑discretionary, so it typically provides recommendations and implements transactions only with client authorization rather than exercising ongoing trading authority. This arrangement emphasizes client control over trade execution and the adviser’s role in offering tailored guidance rather than full discretionary management. What is distinctive about Priad is its scale and service model: a very limited number of clients combined with a predominantly non‑discretionary setup, which is uncommon among independent firms that more often manage discretionary assets for larger client rosters. That structure suggests a consultative, client‑directed relationship and a smaller operational footprint compared with many peers.
To learn more about the advisors currently working at Priad Investment Advisers, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cincinnati, OH
| 22
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")