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Deeter Advisory Group, LLC (Cincinnati)


Deeter Advisory Group, LLC is a related adviser based in Cincinnati. It manages $18 million of regulatory assets for 145 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Ohio.

Deeter Advisory Group provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Deeter Advisory Group: assets under management

The assets under management (AUM) of Deeter Advisory Group, LLC is $18 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $124.14 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Deeter Advisory Group, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cincinnati

The principal office where Deeter Advisory Group, LLC performs its advisory services is located at 1010 Delta Avenue, Cincinnati, OH 45208, 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 513-289-5056 or by fax 513-407-3213. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday.


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