Vault-13

Managers in Lebanon, OH

United States · 16 asset managers within 25 km (2 in Lebanon itself) · 38 wealth managers, banks and others

LebanonCincinnatiWest ChesterLovelandCovingtonFishersIndianapolisZionsvilleColumbusLewis Center
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Cincinnati, OH 74 · Dayton, OH 12 · Miamisburg, OH 6 · West Chester, OH 4 · Covington, KY 3 · Mason, OH 2 · Loveland, OH 2 · Xenia, OH 2 · Springboro, OH 1 · Bellbrook, OH 1

Asset managers in and around Lebanon

#Manager People here Assets Visa salary
1 Matson Money. Inc. mutual funds · Mason $24.3bn about 4main office $24.3bn
2 THE CONNOR GROUP FUND MANAGER, LLC real estate · Miamisburg $494.3m about 2main office $494.3m
3 BOND TECH INC institutions · Bellbrook $221.6m about 2main office $221.6m
4 SCHEELER FINANCIAL GROUP West Chester about 2main office
5 RETIREMENT PLAN ADVISORS, LLC institutions · Lebanon $3.5bn 1 $3.5bn
6 MARINER INSTITUTIONAL, LLC institutions · West Chester $2.8bn 1 $2.8bn
7 MATSON CAPITAL LLC Mason about 1main office
8 Voya Financial, Inc. hedge funds, private equity, structured credit, mutual funds and 4 more · Miamisburg Voya Financial Advisors, Inc. · 8 related pages $274.9bn office $274.9bn
9 WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · West Chester, Loveland, Miamisburg W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn 3 offices $93.5bn
10 Fiera Capital Corp hedge funds, private equity, real estate, futures and 2 more · Miamisburg Fiera Capital Inc. · 8 related pages $27.6bn office $27.6bn
11 ALLSTATE CORP structured credit, wealth · Springboro ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
12 Kapstone Financial Advisors LLC Lebanon $238.8m based here $238.8m
13 Infinity Wealth Counsel, LLC Loveland $123.8m based here $123.8m
14 HUFFMAN PRAIRIE HOLDINGS, LLC hedge funds · Miamisburg office
15 MT. RAINIER GROUP, LLC private equity · Miamisburg office
16 UPRETY CAPITAL hedge funds · West Chester office

16 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.