# Oncenter Financial Advisors LLC

> Oncenter Financial Advisors LLC is a state-registered investment advisory firm in Beachwood, OH, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 168013
- Filed as: ONCENTER FINANCIAL ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Beachwood, OH
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168013
- AdvisorCensus page: https://advisorcensus.com/firm/oncenter-financial-advisors-llc-beachwood-oh-168013

## Quick answers

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

**Where is Oncenter Financial Advisors LLC located?**
Oncenter Financial Advisors LLC's principal office is in Beachwood, OH, according to its Form ADV.

**Is Oncenter Financial Advisors LLC registered with the SEC or a state?**
Oncenter Financial Advisors LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 168013.

**How much does Oncenter Financial Advisors LLC manage?**
Oncenter Financial Advisors LLC reports $54,591,601 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (96% discretionary).

**What types of clients does Oncenter Financial Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15); high net worth individuals (13).

**Does Oncenter Financial Advisors 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/168013

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $54,591,601
- Discretionary: $52,426,609
- Non-discretionary: $2,164,992

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $6,524,431 |
| High net worth individuals | 13 | $48,067,170 |

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [oncenterfinancial.com](https://oncenterfinancial.com)
- Facebook @oncenterfinancial
- YouTube @UCAuzxqqNfLAe1F8wL_vX10w

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oncenter Financial Advisors LLC (CRD 168013): Form ADV filing data as of October 2026.