Osborn Rohs Williams & Donohoe, LLC (Cincinnati)

Name: Osborn Rohs Williams & Donohoe, LLC
Address: 300 Main Street, Cincinnati, OH, 45202
Telephone: 513-621-2875

Osborn Rohs Williams & Donohoe, LLC is a large advisory firm based in Cincinnati. It manages $719.69 million of regulatory assets for 901 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Florida, Georgia, and 7 other states.

Osborn Rohs Williams & Donohoe provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Osborn Rohs Williams & Donohoe: assets under management

The assets under management (AUM) of Osborn Rohs Williams & Donohoe, LLC is $719.69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $719.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $798.77 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Osborn Rohs Williams & Donohoe, 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.

Careers at Osborn Rohs Williams & Donohoe, LLC

David Putnam Osborn has been acting as President since 1 Mar 2012. Louis Bertrand Detemple joined the executive team most recently as the Chief Compliance Officer/ Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Grant Troja	President,treasurer,asst.sec.,manager llc	1 Sep 2001	Other	2471668
Louis Bertrand Detemple	Secretary, asst. treasurer,chief compliance officer	1 Sep 2001	Other	1200593
Michael Henry Rohs	Sr. vice president	1 Sep 2001	Other	2471666
Louis Bertrand Detemple	Chief compliance officer/ secretary	1 Mar 2012	Other	1200593
David Putnam Osborn	President	1 Mar 2012	75% - 100%	1144910
Llc Osborn Rohs Williams & Donohoe	Single member llc	1 Mar 2012	75% - 100%	61-1581952

Indirect Owners

The SEC currently registers 1 indirect owner.

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

Based in Cincinnati

The principal office where Osborn Rohs Williams & Donohoe, 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 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at orw-d.com.