# Partners Investment Services, Inc

> Partners Investment Services, Inc is a state-registered investment advisory firm in Cleveland Heights, OH, registered since 2007, with no regulatory assets under management reported in its Form ADV filing dated April 22, 2026.

- CRD: 119709
- Filed as: PARTNERS INVESTMENT SERVICES, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cleveland Heights, OH
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/119709
- AdvisorCensus page: https://advisorcensus.com/firm/partners-investment-services-inc-cleveland-heights-oh-119709

## Quick answers

**How is Partners Investment Services, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Partners Investment Services, Inc 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 Partners Investment Services, Inc located?**
Partners Investment Services, Inc's principal office is in Cleveland Heights, OH, according to its Form ADV.

**Is Partners Investment Services, Inc registered with the SEC or a state?**
Partners Investment Services, Inc is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 119709.

**Does Partners Investment Services, 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/119709

## From the Form ADV filing

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

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

### Firm details
- Registered since: 2007 (19 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)
- [billmccarthyandassociates.com](https://billmccarthyandassociates.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Partners Investment Services, Inc (CRD 119709): Form ADV filing data as of October 2026.