# Investment Analytics, LLC

> Investment Analytics, LLC is a state-registered investment advisory firm in Cincinnati, OH, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 26, 2026.

- CRD: 321918
- Filed as: INVESTMENT ANALYTICS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/321918
- AdvisorCensus page: https://advisorcensus.com/firm/investment-analytics-llc-cincinnati-oh-321918

## Quick answers

**How is Investment Analytics, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Investment Analytics, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Investment Analytics, LLC located?**
Investment Analytics, LLC's principal office is in Cincinnati, OH, according to its Form ADV.

**Is Investment Analytics, LLC registered with the SEC or a state?**
Investment Analytics, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 321918.

**How much does Investment Analytics, LLC manage?**
Investment Analytics, LLC reports $21,929,903 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (100% discretionary).

**What types of clients does Investment Analytics, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (7); charitable organizations (1).

**Does Investment Analytics, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/321918

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $21,929,903
- Discretionary: $21,925,780
- Non-discretionary: $4,123

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $17,917,523 |
| High net worth individuals | 7 | $3,963,629 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $48,751 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investmentanalytics.com
- LinkedIn @investment-analytics-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investment Analytics, LLC (CRD 321918): Form ADV filing data as of October 2026.