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OJM GROUP, LLC

8044 Montgomery Road
Suite 440
Cincinnati, Ohio 45236
Tel: 513-791-7525

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About OJM GROUP, LLC

OJM GROUP, LLC, formally registered with the SEC as OJM GROUP, LLC. The firm was established in 10/24/2007. They have over 3 offices throughout the country.

OJM GROUP, LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $721,687,543 assets under management, offering retirement planning & investment advisory services to 1680 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#119850
SEC#801-68466
Assets Managed by Firm$721,687,543
No. of Clients1680
No. of Advisors14

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Other (CONSULTATION SERVICES; RELATED PERSONS AUTHOR BOOKS, PERIODICALS, & ARTICLES; SPEAKING ENGAGEMENTS)

Firm Client Information

No. of ClientsAUM
Firm Total1680$721,687,543
Individuals (other than high net worth individuals)282$99,394,861
High net worth individuals142$380,167,478
Pension and profit sharing plans78$87,138,280
Corporations or other businesses72$140,617,332

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