The O.H.I.O. Fund: new SEC registration, $475M AUM, Cleveland, OH
The O.H.I.O. Fund (Cleveland, Ohio): new SEC registration, $475M AUM, Cleveland, OH. Its amount of 475 is above the median of 134 (87th percentile). Dated 189 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 475 · 87th percentile of 1,149 NewRiaPulse records · 3.5x the median
Free preview: all 11 published fields of this record are shown below. Locked: 36 related OH NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | The O.H.I.O. Fund |
| Legal name | Tof Manager, LLC |
| CRD | 330178 |
| Status | Approved |
| Registered with the SEC | 2026-04-29 |
| Latest Form ADV filing | 2026-09-23 |
| Location | Cleveland, OH, United States |
| Regulatory AUM | $474,598,765 |
| Accounts | 6 |
| Employees | 10 |
| Website | http://www.theohiofund.com |
| amount percentile | 87th of 1,149 (median 134, 3.5x median) |
| Peer records CSV (37 OH records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-29
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (OH first): Drive Capital LLC · Woodland Wealth Partners · The Connor Group Fund Manager, LLC · Arg Private Wealth, LLC · Cleveland Capital Management, L.L.C. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: The O.H.I.O. Fund and 37 Ohio peers
- Ohio NewRiaPulse records like this one: 37
- The O.H.I.O. Fund's amount: 87th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Ohio peer: $7,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $475M under management.
- Website on file.
What is the NewRiaPulse record for The O.H.I.O. Fund in Cleveland, Ohio?
The O.H.I.O. Fund received SEC registration as an investment adviser (2026-04-29) with $474,598,765 in regulatory assets under management, based in Cleveland, OH.
How does The O.H.I.O. Fund compare to other Ohio NewRiaPulse records?
Its amount of 475 sits in the upper half (87th percentile) of 1,149 records; the median is 134. It is 189 days old; check the official source for later updates before acting.
The O.H.I.O. Fund vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| The O.H.I.O. Fund | Cleveland, OH | 475 | 87th | 2026-04-29 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
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- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
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- Crafted Finance, LLC
- Leonard Advisory Group LLC
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- Cs Tomasi Wealth Management
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- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Ohio NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.