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Banc Stock Financial Services, Inc. (Columbus)


Banc Stock Financial Services, Inc. is an adviser based in Columbus. It manages $13.07 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

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Banc Stock Financial Services provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Banc Stock Financial Services: assets under management

The assets under management (AUM) of Banc Stock Financial Services, Inc. is $13.07 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $13.07 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.07 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Banc Stock Financial Services, Inc. for their services and products based on a percentage of assets under management. 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Inc. (Formerly Banc Stock Group Inc.) Diamond Hill Investment Group Owner 1 Feb 1993 75% - 100% 65-0190407

Based in Columbus

The principal office where Banc Stock Financial Services, Inc. performs its advisory services is located at 1105 Schrock Rd, Columbus, OH 43229, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 614-848-3400 or by fax 614-848-8939. The normal business hours are 8:15 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.diamond-hill.com.


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