W&S BROKERAGE SERVICES, INC.
Cincinnati, United States · CRD 8099
SEC-registered investment adviser since 2018 · corporation. It files no 13F, so there are no holdings to show.
- Assets managed$257.2m
- Main clients (by assets)Individuals 100%
- Form ADV · 2026-08-04SEC adviser record
- Kindhedge funds, private equity, institutions, futures, wealth
- Others nearbyCincinnati, OH, Independence, OH, Willoughby, OH, Findlay, OH, Ft Mitchell, KY, Columbus, OH
- FamilyWESTERN & SOUTHERN FINANCIAL GROUP, INC. · 3 related pages · largest: FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
As an employer
- Staff (Form ADV)114 · 86 in investment roles
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Cincinnati, OH (main office)United States | 5 |
| Findlay, OHUnited States | 8 |
| Independence, OHUnited States | 8 |
| Willoughby, OH2 officesUnited States | 8 |
| Fort Wright, KYUnited States | 6 |
| Columbus, OHUnited States | 5 |
| Maumee, OHUnited States | 5 |
| Asheville, NCUnited States | 4 |
| Daniel Island, SCUnited States | 4 |
| Lancaster, OHUnited States | 4 |
| Troy, MIUnited States | 4 |
| Grove City, OHUnited States | 3 |
49 more cities
| Heath, OHUnited States | 3 |
| Indianapolis, INUnited States | 3 |
| Las Vegas, NVUnited States | 3 |
| Pittsburgh, PAUnited States | 3 |
| Tampa, FLUnited States | 3 |
| West Chester, OHUnited States | 3 |
| Westlake, TXUnited States | 3 |
| Cerritos, CAUnited States | 2 |
| Columbus, INUnited States | 2 |
| Cranberry Twp, PAUnited States | 2 |
| Eden Prairie, MNUnited States | 2 |
| Harlingen, TX2 officesUnited States | 2 |
| Houston, TXUnited States | 2 |
| New Albany, OHUnited States | 2 |
| Owings Mill, MDUnited States | 2 |
| Wayne, PAUnited States | 2 |
| Akron, OHUnited States | 1 |
| Baton Rouge, LAUnited States | 1 |
| Canton, OHUnited States | 1 |
| Cary, NCUnited States | 1 |
| Celina, OHUnited States | 1 |
| College Park, MDUnited States | 1 |
| Dover, OHUnited States | 1 |
| Fort Wayne, INUnited States | 1 |
| Grand Rapids, MIUnited States | 1 |
| Greenville, SCUnited States | 1 |
| Hermitage, PAUnited States | 1 |
| Hickory, NCUnited States | 1 |
| Jacksonville, FLUnited States | 1 |
| Kingsport, TNUnited States | 1 |
| Lafayette, LAUnited States | 1 |
| Livonia, MIUnited States | 1 |
| Loveland, OHUnited States | 1 |
| Metairie, LAUnited States | 1 |
| Miamisburg, OHUnited States | 1 |
| Miramar, FLUnited States | 1 |
| Mishawaka, INUnited States | 1 |
| Monaca, PAUnited States | 1 |
| Orland Park, ILUnited States | 1 |
| Peachtree Corner, GAUnited States | 1 |
| Roseville, MNUnited States | 1 |
| Russell, KYUnited States | 1 |
| San Diego, CAUnited States | 1 |
| Sheffield Village, OHUnited States | 1 |
| Troy, OHUnited States | 1 |
| Van Wert, OHUnited States | 1 |
| Vincennes, INUnited States | 1 |
| Wilmington, NCUnited States | 1 |
| Zanesville, OHUnited States | 1 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.