AdvisorOS Directory
Claim Profile
Unclaimed Profile
BS

Brian Christopher Stautberg

CASSADY SCHILLER WEALTH MANAGEMENT, LLC·CINCINNATI, Ohio
Clean recordCASSADY SCHILLER WEALTH MANAGEMENT, LLC
4555 LAKE FOREST DRIVE, CINCINNATI, OH 45242CRD# 5508821Firm CRD# 129113

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Christopher Stautberg · CINCINNATI, OH
Registration
CRD #5508821 · CASSADY SCHILLER WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Christopher Stautberg is a registered financial advisor based in CINCINNATI, Ohio, affiliated with CASSADY SCHILLER WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CASSADY SCHILLER WEALTH MANAGEMENT, LLC
CASSADY SCHILLER WEALTH MANAGEMENT, LLC
AUM
$517M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CASSADY SCHILLER WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISERS
Regulatory
SEC/IARD CRD# 5508821
Firm CRD# 129113
View on FINRA BrokerCheck →

Looking for a financial advisor in CINCINNATI?

Browse all registered financial advisors in CINCINNATI, Ohio or claim this profile if it's yours.

Browse CINCINNATI AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Brian Christopher Stautberg offer?
Brian Christopher Stautberg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Brian Christopher Stautberg's credentials?
Brian Christopher Stautberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Christopher Stautberg located?
Brian Christopher Stautberg is based in CINCINNATI, Ohio, working with CASSADY SCHILLER WEALTH MANAGEMENT, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Brian Christopher Stautberg charge for services?
Brian Christopher Stautberg's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASSADY SCHILLER WEALTH MANAGEMENT, LLC?
CASSADY SCHILLER WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $517M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CASSADY SCHILLER WEALTH MANAGEMENT, LLC

Sara Jane Evans
CINCINNATI, OH
David John Cassady
CINCINNATI, OH
David Russell Lingler
CINCINNATI, OH
John Hemp Eberhart
CINCINNATI, OH
Marc James Wambaugh
CINCINNATI, OH
Michael William Clark
CINCINNATI, OH

More Advisors in CINCINNATI, Ohio

David Todd Henderson
FORT WASHINGTON INVESTMENT ADVISORS INC·CINCINNATI, OH
John Christopher Lame
LENOX WEALTH MANAGEMENT, INC.·CINCINNATI, OH
Patrick Joseph Byrne
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")·CINCINNATI, OH
David Bernard Haire
HBK WEALTH MANAGEMENT·CINCINNATI, OH
Kenneth J. Bushman
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")·CINCINNATI, OH
Neil Robert Bourgeois
QUEEN CITY CAPITAL MANAGEMENT, LLC·CINCINNATI, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)NEW ALBANY (33)
City Guides
CLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile