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Childs Investment Group, Inc.

Updated today

Client assets under management

$0

Clients

0

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

0

Average account size

About

Childs Investment Group provides financial planning and advisory services to families and high‑net‑worth individuals as well as to entities including trusts, estates, corporations, pension and profit‑sharing plans, and charitable organizations. The firm currently does not manage client securities, reports no assets under management, and does not take custody of client funds.

The firm develops tailored financial plans using fundamental analysis and considers factors such as risk tolerance, investment horizon, liquidity needs, tax considerations and other client‑specific issues, and will coordinate with other professionals when requested. Childs does not exercise investment discretion over client accounts; implementation is performed through the client’s chosen broker‑dealer or recommended third‑party advisers, and plan reviews are conducted when portfolios are formulated or when market or client circumstances change.

Noteworthy distinctions include that the firm’s advisory representatives also serve as registered representatives of a broker‑dealer and as licensed insurance agents, the firm provides pension consulting and hosts educational seminars, and it charges fixed or hourly planning fees rather than relying on percentage‑of‑assets fees. These implementation and compensation arrangements can lead to referrals to broker‑dealers or third‑party managers, a potential conflict the firm discloses and says it manages through client choice and disclosure.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

General tax planning

Fee options

Fixed

Fixed fee for financial planning services, amount varies by complexity

Commissions

Commissions may be earned if implementing plans through affiliated broker-dealer or insurance products

Project-based

$250 - $300 per hour

Other

Fee-only: Fixed fees based on complexity of financial plan; hourly fees $250 - $300 per hour

Main office location

Childs Investment Group, Inc.

219 N Defiance St

Archbold OH 43502, United States

Number of offices

1

Most active in

Ohio

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Ned W

Series 63, Series 65

Archbold, OH

Childs Investment Group, Inc.

Ned Wyse is a financial advisor with 27 years of industry experience, currently affiliated with 724 Capital, LLC. He holds Series 63 and Series 65 licenses and has worked with several firms including Childs Investment Group, Inc. and National Planning Corporation. Outside of his advisory role, Wyse owns and operates Wyse Refrigeration and Appliance Services, a part-time appliance repair business. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, providing portfolio management, financial planning, and pension consulting. The firm employs a variety of analytic approaches and investment strategies, including discretionary management and third-party money manager allocations, with an emphasis on regular account monitoring and reporting.

General tax planning
user avatar

Kirk W

Series 66

Archbold, OH

Childs Investment Group, Inc.

Kirk Weldy is a financial advisor with 16 years of industry experience, currently affiliated with 724 Capital, LLC. He holds the Series 66 designation and has worked at firms including ProEquities, Inc. and Childs Investment Group. Outside of his advisory roles, he serves as an officer and board member of the Archbold Rotary Club and is the head junior varsity baseball coach at his local high school. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a blend of analytic approaches and investment strategies, including long-term trading, margin, and options, with regular account reviews and a requirement that clients use Fidelity Brokerage Services LLC as custodian.

General tax planning
user avatar

Michael C

Series 63, Series 66

Archbold, OH

Childs Investment Group, Inc.

Michael Childs is a financial advisor with 34 years of industry experience, currently serving at 724 Capital, LLC. He holds Series 63 and Series 66 designations and has prior experience with firms including National Planning Corporation and Independent Financial Group. Childs is also a member of the Taylor University Board of Visitors and serves in governance roles for nonprofit organizations focused on charitable giving. 724 Capital, LLC serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of analytic approaches and investment strategies, including discretionary management and allocation to third-party money managers, with regular account reviews and reporting.

General tax planning
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