# MDH Investment Management, Inc.

> MDH Investment Management, Inc. is a state-registered investment advisory firm in East Liverpool, OH, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 10, 2026.

- CRD: 133127
- Filed as: MDH INVESTMENT MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: East Liverpool, OH
- Filing period: October 2026
- Form ADV filing dated: June 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133127
- AdvisorCensus page: https://advisorcensus.com/firm/mdh-investment-management-inc-east-liverpool-oh-133127

## Quick answers

**How is MDH Investment Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), MDH Investment Management, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is MDH Investment Management, Inc. located?**
MDH Investment Management, Inc.'s principal office is in East Liverpool, OH, according to its Form ADV.

**Is MDH Investment Management, Inc. registered with the SEC or a state?**
MDH Investment Management, Inc. is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 133127.

**How much does MDH Investment Management, Inc. manage?**
MDH Investment Management, Inc. reports $76,128,394 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (100% discretionary).

**What types of clients does MDH Investment Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (59); high net worth individuals (25); charitable organizations (10).

**Does MDH Investment Management, Inc. 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/133127

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $76,128,394
- Discretionary: $76,128,394
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 59 | $17,476,003 |
| High net worth individuals | 25 | $36,677,040 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $10,320,686 |
| Charitable organizations | 10 | $11,265,067 |
| Corporations or other businesses not listed above | Fewer than 5 | $389,598 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IN, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [mdhinv.com](https://mdhinv.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MDH Investment Management, Inc. (CRD 133127): Form ADV filing data as of October 2026.