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Investment Consulting & Research Inc. (Centerville)


Investment Consulting & Research Inc. is a large advisory firm based in Centerville. It manages $38.3 million of regulatory assets for 667 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Kentucky and Ohio.

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Investment Consulting & Research provides portfolio management for individuals and small businesses and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investment Consulting & Research: assets under management

The assets under management (AUM) of Investment Consulting & Research Inc. is $38.3 million. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26.34 million in discretionary accounts and $11.96 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $54.88 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $63.96 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Investment Consulting & Research Inc. for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Centerville

The principal office where Investment Consulting & Research Inc. performs its advisory services is located at 7973 Washington Woods Dr., Centerville, OH 45459, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 937-433-2735 or by fax 937-433-2899. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.nwqadvisors.com.


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