Unclaimed Profile

Casey James Lysaght

EUKLES ASSET MANAGEMENT, LLC·CINCINNATI, Ohio

Clean recordEUKLES ASSET MANAGEMENT, LLC

425 WALNUT STREET, CINCINNATI, OH 45202CRD# 5550906Firm CRD# 156649

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Casey James Lysaght · CINCINNATI, OH

Registration

CRD #5550906 · EUKLES ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Casey James Lysaght is a registered financial advisor based in CINCINNATI, Ohio, affiliated with EUKLES ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

EUKLES ASSET MANAGEMENT, LLC

AUM

$337M

Regulatory assets under management

Employees

Total firm employees

View all advisors at EUKLES ASSET MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5550906

Firm CRD# 156649

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Casey James Lysaght offer?

Casey James Lysaght specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.

What are Casey James Lysaght's credentials?

Casey James Lysaght is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Casey James Lysaght located?

Casey James Lysaght is based in CINCINNATI, Ohio, working with EUKLES ASSET MANAGEMENT, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Casey James Lysaght charge for services?

Casey James Lysaght's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EUKLES ASSET MANAGEMENT, LLC?

EUKLES ASSET MANAGEMENT, LLC has approximately 6 employees and manages $337M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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