{ "path": "/advisors/oh", "url": "https://advisorcensus.com/advisors/oh/page/16", "page_type": "state", "title": "Financial advisors in Ohio", "filters": {}, "scope_total": 961, "faq": [ { "q": "How many financial advisory firms are there in Ohio?", "a": "AdvisorCensus lists 961 investment advisory firms with a principal office in Ohio, from Form ADV filings as of October 2026: 405 SEC-registered, 519 state-registered, and 37 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Ohio?", "a": "350 of the 961 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Ohio offer financial planning?", "a": "666 of the 924 firms in Ohio that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Ohio fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 350 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 961 investment advisory firms with a principal office in Ohio, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Ohio: 961 firms from Form ADV filings as of October 2026.", "total_firms": 961, "page": 16, "total_pages": 20, "sort": "name", "registration_types": { "sec": 405, "state": 519, "exempt": 37 }, "fee_model_mix": [ { "code": "fee-only", "count": 350 }, { "code": "percentage_of_aum", "count": 846 }, { "code": "hourly", "count": 412 }, { "code": "subscription", "count": 12 }, { "code": "fixed", "count": 577 }, { "code": "commissions", "count": 30 }, { "code": "performance_based", "count": 76 }, { "code": "other", "count": 130 }, { "code": "not_reported", "count": 37 } ], "years_registered_distribution": [ { "code": "under_5", "count": 324 }, { "code": "5_to_9", "count": 220 }, { "code": "10_to_19", "count": 230 }, { "code": "20_plus", "count": 186 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 260 }, { "code": "25m_100m", "count": 158 }, { "code": "100m_500m", "count": 239 }, { "code": "500m_1b", "count": 58 }, { "code": "1b_5b", "count": 68 }, { "code": "over_5b", "count": 42 }, { "code": "not_reported", "count": 136 } ], "firms": [ { "crd_number": 344363, "name": "Shoreglass Financial Studio", "name_as_filed": "SHOREGLASS FINANCIAL STUDIO", "url": "https://advisorcensus.com/firm/shoreglass-financial-studio-344363", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 121382, "name": "Shuttleworth & Company", "name_as_filed": "SHUTTLEWORTH & COMPANY", "url": "https://advisorcensus.com/firm/shuttleworth-and-company-powell-oh-121382", "city": "Powell", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311871, "name": "Signal Tree Financial Partners LLC", "name_as_filed": "SIGNAL TREE FINANCIAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/signal-tree-financial-partners-llc-copley-oh-311871", "city": "Copley", "state": "OH", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 327455, "name": "Signature Equity Partners, LLC", "name_as_filed": "SIGNATURE EQUITY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/signature-equity-partners-llc-columbus-oh-327455", "city": "Columbus", "state": "OH", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146086, "name": "Silverleaf Investment Group, LLC", "name_as_filed": "SILVERLEAF INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/silverleaf-investment-group-llc-146086", "city": null, "state": null, "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 169491, "name": "Sims Investment Management LLC", "name_as_filed": "SIMS INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/sims-investment-management-llc-cincinnati-oh-169491", "city": "Cincinnati", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342484, "name": "Sirius Trading Partners LLC", "name_as_filed": "SIRIUS TRADING PARTNERS LLC", "url": "https://advisorcensus.com/firm/sirius-trading-partners-llc-342484", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107219, "name": "SJS Investment Services", "name_as_filed": "SJS INVESTMENT SERVICES", "url": "https://advisorcensus.com/firm/sjs-investment-services-sylvania-oh-107219", "city": "Sylvania", "state": "OH", "years_registered": 31, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107348, "name": "SKA Financial Services,inc.", "name_as_filed": "SKA FINANCIAL SERVICES,INC.", "url": "https://advisorcensus.com/firm/ska-financial-services-inc-fairview-park-oh-107348", "city": "Fairview Park", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317010, "name": "Sky Vision Wealth, LLC", "name_as_filed": "SKY VISION WEALTH, LLC", "url": "https://advisorcensus.com/firm/sky-vision-wealth-llc-columbus-oh-317010", "city": "Columbus", "state": "OH", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 148939, "name": "Skybox Financial Group LLC", "name_as_filed": "SKYBOX FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/skybox-financial-group-llc-middleburg-heights-oh-148939", "city": "Middleburg Heights", "state": "OH", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 149968, "name": "Smith Capital Management, LLC", "name_as_filed": "SMITH CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/smith-capital-management-llc-149968", "city": null, "state": null, "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 337210, "name": "Sobitz Financial Group, LLC", "name_as_filed": "SOBITZ FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/sobitz-financial-group-llc-uniontown-oh-337210", "city": "Uniontown", "state": "OH", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 165238, "name": "Solido Financial LLC", "name_as_filed": "SOLIDO FINANCIAL LLC", "url": "https://advisorcensus.com/firm/solido-financial-llc-165238", "city": null, "state": null, "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300363, "name": "Sorfis Investments, LLC", "name_as_filed": "SORFIS INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/sorfis-investments-llc-chardon-oh-300363", "city": "Chardon", "state": "OH", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 296780, "name": "Souders Financial Advisors, LLC", "name_as_filed": "SOUDERS FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/souders-financial-advisors-llc-cincinnati-oh-296780", "city": "Cincinnati", "state": "OH", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 144170, "name": "Sound Asset Management, Inc.", "name_as_filed": "SOUND ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/sound-asset-management-inc-mason-oh-144170", "city": "Mason", "state": "OH", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 163025, "name": "Sound Financial Investment Management, LLC", "name_as_filed": "SOUND FINANCIAL INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sound-financial-investment-management-llc-vandalia-oh-163025", "city": "Vandalia", "state": "OH", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 119849, "name": "Southward Financial Services, LLC", "name_as_filed": "SOUTHWARD FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/southward-financial-services-llc-119849", "city": null, "state": null, "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167926, "name": "Southworth Investment Management, LLC", "name_as_filed": "SOUTHWORTH INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/southworth-investment-management-llc-167926", "city": null, "state": null, "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298545, "name": "Spencer Hawkins Investment Adviser, LLC", "name_as_filed": "SPENCER HAWKINS INVESTMENT ADVISER, LLC", "url": "https://advisorcensus.com/firm/spencer-hawkins-investment-adviser-llc-298545", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152792, "name": "Spicer Wealth Management", "name_as_filed": "SPICER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/spicer-wealth-management-beavercreek-oh-152792", "city": "Beavercreek", "state": "OH", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 131589, "name": "Spillane Financial Planning, Inc.", "name_as_filed": "SPILLANE FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/spillane-financial-planning-inc-lebanon-oh-131589", "city": "Lebanon", "state": "OH", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 165279, "name": "Spinnaker Financial Group, LLC", "name_as_filed": "SPINNAKER FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/spinnaker-financial-group-llc-independence-oh-165279", "city": "Independence", "state": "OH", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 119902, "name": "Spreng Capital Management, Inc.", "name_as_filed": "SPRENG CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/spreng-capital-management-inc-bucyrus-oh-119902", "city": "Bucyrus", "state": "OH", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 282737, "name": "Spring Ocean Capital LLC", "name_as_filed": "SPRING OCEAN CAPITAL LLC", "url": "https://advisorcensus.com/firm/spring-ocean-capital-llc-chagrin-falls-oh-282737", "city": "Chagrin Falls", "state": "OH", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327940, "name": "Square PEG Financial Advisory Services, LLC", "name_as_filed": "SQUARE PEG FINANCIAL ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/square-peg-financial-advisory-services-llc-327940", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343188, "name": "SRS Wealth Management", "name_as_filed": "SRS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/srs-wealth-management-lancaster-oh-343188", "city": "Lancaster", "state": "OH", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305976, "name": "SSB Managed Wealth, LLC", "name_as_filed": "SSB MANAGED WEALTH, LLC", "url": "https://advisorcensus.com/firm/ssb-managed-wealth-llc-canfield-oh-305976", "city": "Canfield", "state": "OH", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155064, "name": "ST. Clair Advisors, LLC", "name_as_filed": "ST. CLAIR ADVISORS, LLC", "url": "https://advisorcensus.com/firm/st-clair-advisors-llc-mayfield-heights-oh-155064", "city": "Mayfield Heights", "state": "OH", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 328883, "name": "Stage Ready Financial Planning", "name_as_filed": "STAGE READY FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/stage-ready-financial-planning-oakwood-oh-328883", "city": "Oakwood", "state": "OH", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 105065, "name": "Steele Investment Counsel, Ltd.", "name_as_filed": "STEELE INVESTMENT COUNSEL, LTD.", "url": "https://advisorcensus.com/firm/steele-investment-counsel-ltd-columbus-oh-105065", "city": "Columbus", "state": "OH", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 119671, "name": "Sterling Financial Group LLC", "name_as_filed": "STERLING FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/sterling-financial-group-llc-worthington-oh-119671", "city": "Worthington", "state": "OH", "years_registered": 24, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 152079, "name": "Stillpoint Capital", "name_as_filed": "STILLPOINT CAPITAL", "url": "https://advisorcensus.com/firm/stillpoint-capital-cincinnati-oh-152079", "city": "Cincinnati", "state": "OH", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341898, "name": "Stone Tower Wealth Advisors", "name_as_filed": "STONE TOWER WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/stone-tower-wealth-advisors-cincinnati-oh-341898", "city": "Cincinnati", "state": "OH", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333491, "name": "Stonehenge Partners, Corp.", "name_as_filed": "STONEHENGE PARTNERS, CORP.", "url": "https://advisorcensus.com/firm/stonehenge-partners-corp-columbus-oh-333491", "city": "Columbus", "state": "OH", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 314742, "name": "Strait Direction Wealth Management", "name_as_filed": "STRAIT DIRECTION WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/strait-direction-wealth-management-lyndhurst-oh-314742", "city": "Lyndhurst", "state": "OH", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343488, "name": "Strategence Capital LLC", "name_as_filed": "STRATEGENCE CAPITAL LLC", "url": "https://advisorcensus.com/firm/strategence-capital-llc-van-wert-oh-343488", "city": "Van Wert", "state": "OH", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 139648, "name": "Strategic Planning, Inc.", "name_as_filed": "STRATEGIC PLANNING, INC.", "url": "https://advisorcensus.com/firm/strategic-planning-inc-columbus-oh-139648", "city": "Columbus", "state": "OH", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282228, "name": "Strategic Value Bank Partners LLC", "name_as_filed": "STRATEGIC VALUE BANK PARTNERS LLC", "url": "https://advisorcensus.com/firm/strategic-value-bank-partners-llc-cleveland-oh-282228", "city": "Cleveland", "state": "OH", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 148586, "name": "Strategic Wealth Partners, Ltd.", "name_as_filed": "STRATEGIC WEALTH PARTNERS, LTD.", "url": "https://advisorcensus.com/firm/strategic-wealth-partners-ltd-independence-oh-148586", "city": "Independence", "state": "OH", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331331, "name": "Strathaven Financial LLC", "name_as_filed": "STRATHAVEN FINANCIAL LLC", "url": "https://advisorcensus.com/firm/strathaven-financial-llc-331331", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283850, "name": "Stratos Investment Management, LLC", "name_as_filed": "STRATOS INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stratos-investment-management-llc-beachwood-oh-283850", "city": "Beachwood", "state": "OH", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283816, "name": "Stratos Wealth Advisors LLC", "name_as_filed": "STRATOS WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/stratos-wealth-advisors-llc-beachwood-oh-283816", "city": "Beachwood", "state": "OH", "years_registered": 10, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 153184, "name": "Stratos Wealth Partners, Ltd", "name_as_filed": "STRATOS WEALTH PARTNERS, LTD", "url": "https://advisorcensus.com/firm/stratos-wealth-partners-ltd-beachwood-oh-153184", "city": "Beachwood", "state": "OH", "years_registered": 16, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 336181, "name": "Streamline Financial Strategies Ltd", "name_as_filed": "STREAMLINE FINANCIAL STRATEGIES LTD", "url": "https://advisorcensus.com/firm/streamline-financial-strategies-ltd-ada-oh-336181", "city": "Ada", "state": "OH", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289309, "name": "Strong Investment Management, LLC", "name_as_filed": "STRONG INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/strong-investment-management-llc-canton-oh-289309", "city": "Canton", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 137231, "name": "Structured Investment Advisors, LLC", "name_as_filed": "STRUCTURED INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/structured-investment-advisors-llc-sandusky-oh-137231", "city": "Sandusky", "state": "OH", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146611, "name": "Structured Wealth Management, Inc.", "name_as_filed": "STRUCTURED WEALTH 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