The SCIOTO WEALTH STRATEGIES is a privately held investment adviser that advises $444.39mn in regulatory assets under management held in 2 SEC fund types across 1 investment strategies. SCIOTO WEALTH STRATEGIES is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 62.11% over the last 5-years.
The Group has been registered with the SEC for 10.92 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 230 WEST STREET SUITE 500, COLUMBUS, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 5 investment and 1 non-investment staff. The total number of Employees increased by 20% over the last 5-years.
Their $444.39mn in assets advised are owned by 10 private funds, 0 public funds and BDCs and 2 other accounts. Assets of High Net Worth Individuals clients own $373.04mn or 83.95% of Total Assets and Corporations or Other Businesses own $33.02mn or 7.43% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
SCIOTO WEALTH STRATEGIES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.