{
  "crd_number": 334683,
  "slug": "w-and-s-advisory-services-llc-cincinnati-oh-334683",
  "primary_business_name": "W&S ADVISORY SERVICES, LLC",
  "legal_name": "W&S ADVISORY SERVICES, LLC",
  "dbas": [],
  "city": "Cincinnati",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17140",
  "metro": {
    "cbsa_code": "17140",
    "common_name": "Cincinnati",
    "msa_name": "Cincinnati, OH-KY-IN",
    "path": "/advisors/oh/cincinnati"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-03-07",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-05-07",
  "carried_forward": false,
  "raum_total": 5292397.0,
  "raum_discretionary": 5292397.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 9,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 5292397.0,
      "count": 6689
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "FL",
    "GA",
    "IL",
    "IN",
    "LA",
    "ME",
    "MI",
    "MS",
    "NC",
    "NJ",
    "OH",
    "PA",
    "SC",
    "TX",
    "VA",
    "WV"
  ],
  "websites": [
    "https://facebook.com/meetfabric",
    "https://instagram.com/meetfabric",
    "https://linkedin.com/company/fabric-by-gerber-life/people",
    "https://meetfabric.com/ugma-investment-account-for-kids",
    "https://youtube.com/@fabricbygerberlife/featured"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334683",
  "city_as_filed": "CINCINNATI",
  "url": "https://advisorcensus.com/firm/w-and-s-advisory-services-llc-cincinnati-oh-334683",
  "display_name": "W&S Advisory Services, LLC",
  "summary": "W&S Advisory Services, LLC is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 7, 2026.",
  "citation": "AdvisorCensus. W&S Advisory Services, LLC (CRD 334683): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is W&S Advisory Services, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), W&S Advisory Services, LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is W&S Advisory Services, LLC located?",
      "a": "W&S Advisory Services, LLC's principal office is in Cincinnati, OH, according to its Form ADV; the June 2026 filing also lists 7 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is W&S Advisory Services, LLC registered with the SEC or a state?",
      "a": "W&S Advisory Services, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334683."
    },
    {
      "q": "How much does W&S Advisory Services, LLC manage?",
      "a": "W&S Advisory Services, LLC reports $5,292,397 in regulatory assets under management in its Form ADV filing dated May 7, 2026 (100% discretionary)."
    },
    {
      "q": "How have W&S Advisory Services, LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for W&S Advisory Services, LLC: Regulatory assets under management: $0 in the October 2025 data and $5,292,397 in the October 2026 data. Total employees: 1 in October 2025 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does W&S Advisory Services, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6,689)."
    },
    {
      "q": "Does W&S Advisory Services, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334683"
    },
    {
      "q": "What changed in W&S Advisory Services, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $0 to $5,292,397. Employees performing advisory functions went from 0 to 9. Added an office in Heath, OH. Added an office in Mishawaka, IN. Added an office in Wilmington, NC. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 1,
      "filing_date": "2025-07-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 5292397.0,
      "total_employees": 9,
      "filing_date": "2026-05-07"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $5,292,397.",
        "Employees performing advisory functions went from 0 to 9.",
        "Added an office in Heath, OH.",
        "Added an office in Mishawaka, IN.",
        "Added an office in Wilmington, NC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in AL, AZ, CA, IL, IN, ME, MI, NJ, WV."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Added an office in Independence, OH."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/w-and-s-advisory-services-llc-cincinnati-oh-334683.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 6689,
      "fewer_than_5": false,
      "raum": 5292397.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334683",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}