Sign in Sign up for free

Storey & Associates (Canton)


Storey & Associates is a large advisory firm based in Canton. It manages $103 million of regulatory assets for 300 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Ohio.




Storey & Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Storey & Associates: assets under management

The assets under management (AUM) of Storey & Associates is $103 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $100 million in discretionary accounts and $3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $363.64 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $120 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Storey & Associates for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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 Canton

The principal office where Storey & Associates performs its advisory services is located at 1578 Wellingshire St., N.E., Canton, OH 44721, 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 330-705-5233 or by fax 330-896-6295. The normal business hours are 8:00 a.m. to 4:30 p.m. on Monday - Friday.


Registered investment advisers similar to Storey & Associates