Claim Profile
Unclaimed Profile
PM

Patrick Henry Mcevoy

ON INVESTMENT MANAGEMENT CO·CINCINNATI, Ohio
SIE, Series 7, Series 24, Series 63Clean record24 years registeredON INVESTMENT MANAGEMENT CO
ONE FINANCIAL WAY, CINCINNATI, OH 45242CRD# 1796543Firm CRD# 105662

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Henry Mcevoy · CINCINNATI, OH
Registration
CRD #1796543 · ON INVESTMENT MANAGEMENT CO · 24 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: ON INVESTMENT MANAGEMENT CO
Oct 2014Feb 2024
CINCINNATI, OH
IFG ADVISORY SERVICES INC
Jan 2004Jan 2004
DENVER, CO
May 2002Oct 2009
DENVER, CO
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · May 29, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ON INVESTMENT MANAGEMENT CO
CRD 105662 · SEC 801-7941
AUM
$2.2B
Regulatory assets under management
Employees
206
15,930 client accounts
Services offered by ON INVESTMENT MANAGEMENT CO
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

Speak with Patrick

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

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

Looking for a financial advisor in CINCINNATI?

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

05

Frequently Asked Questions

What services does Patrick Henry Mcevoy offer?
Patrick Henry Mcevoy specializes in Financial Planning, Investment Management.
What are Patrick Henry Mcevoy's credentials?
Patrick Henry Mcevoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Henry Mcevoy located?
Patrick Henry Mcevoy is based in CINCINNATI, Ohio, last registered with ON INVESTMENT MANAGEMENT CO.
How does Patrick Henry Mcevoy charge for services?
Patrick Henry Mcevoy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ON INVESTMENT MANAGEMENT CO?
ON INVESTMENT MANAGEMENT CO has approximately 206 employees and manages $2.2B 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 →