# Ohio CU Financial

> Ohio CU Financial is a state-registered investment advisory firm in Garfield Heights, OH, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 9, 2026.

- CRD: 341083
- Filed as: OHIO CU FINANCIAL
- Legal name: Ohio CU Financial Services, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Garfield Heights, OH
- Filing period: October 2026
- Form ADV filing dated: July 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/341083
- AdvisorCensus page: https://advisorcensus.com/firm/ohio-cu-financial-garfield-heights-oh-341083

## Quick answers

**How is Ohio CU Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Ohio CU Financial 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 Ohio CU Financial located?**
Ohio CU Financial's principal office is in Garfield Heights, OH, according to its Form ADV.

**Is Ohio CU Financial registered with the SEC or a state?**
Ohio CU Financial is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 341083.

**How much does Ohio CU Financial manage?**
Ohio CU Financial reports $0 in regulatory assets under management in its Form ADV filing dated July 9, 2026.

**Does Ohio CU Financial 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/341083

## From the Form ADV filing

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

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

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 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)
- [ohiocufinancialservices.com](https://ohiocufinancialservices.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ohio CU Financial (CRD 341083): Form ADV filing data as of October 2026.