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Osborn Rohs Investment Counsel LLC (Terrace Park)


Osborn Rohs Investment Counsel LLC is a related adviser based in Terrace Park. It manages $256 million of regulatory assets for 692 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Florida, Georgia, and 4 other states.




Osborn Rohs Investment Counsel provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Osborn Rohs Investment Counsel: assets under management

The assets under management (AUM) of Osborn Rohs Investment Counsel LLC is $256 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $250 million in discretionary accounts and $6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $362.32 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Osborn Rohs Investment Counsel LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Terrace Park

The principal office where Osborn Rohs Investment Counsel LLC performs its advisory services is located at 621 Yale Avenue, Terrace Park, OH 45174, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-831-1136 or by fax 513-831-3140. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.


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