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Sena Weller Rohs Williams LLC (Cincinnati)


Sena Weller Rohs Williams LLC is a large advisory firm based in Cincinnati. It manages $643.51 million of regulatory assets for 1,002 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Georgia, and 7 other states.




Sena Weller Rohs Williams 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.

Sena Weller Rohs Williams: assets under management

The assets under management (AUM) of Sena Weller Rohs Williams LLC is $643.51 million. The firm's AUM has gone down by -53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $605.24 million in discretionary accounts and $38.27 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $655.73 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $484.47 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sena Weller Rohs Williams LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Sena Weller Rohs Williams Inc. Single member of llc 1 Sep 2001 75% - 100% 31-0744316
Osborn Rohs Williams & Donohoe Inc. Single member of llc 1 Sep 2001 75% - 100% 31-0744316

Based in Cincinnati

The principal office where Sena Weller Rohs Williams LLC performs its advisory services is located at 300 Main 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 513-621-2875 or by fax 513-421-3602. The normal business hours are 8:30a.m-5:00p.m on Monday - Friday.


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