# Isaacs & Associates, LLC

> Isaacs & Associates, LLC is a state-registered investment advisory firm in Cincinnati, OH, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 324222
- Filed as: ISAACS & ASSOCIATES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324222
- AdvisorCensus page: https://advisorcensus.com/firm/isaacs-and-associates-llc-cincinnati-oh-324222

## Quick answers

**How is Isaacs & Associates, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Isaacs & Associates, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

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

**Is Isaacs & Associates, LLC registered with the SEC or a state?**
Isaacs & Associates, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324222.

**How much does Isaacs & Associates, LLC manage?**
Isaacs & Associates, LLC reports $71,846,699 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (0% discretionary).

**What types of clients does Isaacs & Associates, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (155); high net worth individuals (14).

**Does Isaacs & Associates, 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/324222

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $71,846,699
- Discretionary: $0
- Non-discretionary: $71,846,699

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 155 | $44,415,346 |
| High net worth individuals | 14 | $27,431,353 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- isaacsandassociates.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Isaacs & Associates, LLC (CRD 324222): Form ADV filing data as of October 2026.