Cbiz Investment Advisory Services, LLC

Registered investment adviser · Cleveland, OH · CRD #286002

Form ADV data as of 2026-09-01

Regulatory assets

$12.76 billion

Total accounts

2,850

Employees

Disclosure events

Firm details

Telephone: 216-447-9000
SEC file number: 801-108996
Most recent Form ADV filing: 2026-03-20
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$12.76 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$12.76 billion
Discretionary accounts	2,850
Non-discretionary accounts	0
Total accounts	2,850
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	93
Employees performing investment advisory functions (including research)	87
Employees who are registered representatives of a broker-dealer	19
Employees registered as investment adviser representatives with a state	87
Employees registered as IARs for another investment adviser	17
Employees who are licensed insurance agents	33
Firms or persons who solicit advisory clients on the firm's behalf	4

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)Other

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshopsOther

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Accountant or accounting firmInsurance company or agencyPension consultantReal estate broker or dealer

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	1,382	$312.0 million
High net worth individuals	383	$415.2 million
Banking or thrift institutions	16	$177.8 million
Pension and profit sharing plans (not the participants or government plans)	730	$8.16 billion
Charitable organizations	14	$70.5 million
State or municipal government entities (including government pension plans)	243	$1.83 billion
Corporations or other businesses not listed above	14	$28.1 million
Other	68	$1.78 billion