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Fry Hensley & Co (Cincinnati)


Fry Hensley & Co is an adviser based in Cincinnati. It manages $32.94 million of regulatory assets for 52 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado, Kentucky, Ohio, Pennsylvania, and West Virginia.

Fry Hensley & provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fry Hensley &: assets under management

The assets under management (AUM) of Fry Hensley & Co is $32.94 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.94 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $633.52 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fry Hensley & Co 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 Cincinnati

The principal office where Fry Hensley & Co performs its advisory services is located at 700 Walnut Street, Cincinnati, OH 45202, 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 513-357-4440 or by fax 513-357-4444. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


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