F
FO Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$27,750,230
Clients
10
100% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$2,775,023
About
FO Investments, LLC provides investment supervisory services and individual portfolio management primarily for high‑net‑worth individuals. The firm's Form ADV brochure shows it operates with a single adviser, manages about $27.75 million in client assets, and serves roughly ten clients.
The brochure describes a discretionary ISS (Investment Supervisory Services) program that combines charting, fundamental, technical, cyclical, quantitative and qualitative analysis and employs both long‑ and short‑term purchase strategies; the firm conducts periodic account reviews and delivers regular reporting to clients. FO Investments documents its investment process and the types of analysis it uses in Item 8 and discloses its review and reporting processes in Item 13 of the ADV.
Compared with most supported firms, FO Investments discloses an affiliation with a law firm and that it sponsors or syndicates pooled investment vehicles, arrangements the brochure notes and addresses in its Other Financial Industry Activities and Affiliations section. The firm also reports serving only high‑net‑worth individual clients (and not non‑HNW individuals), a small client base, and these combined features are relatively uncommon among peers and are disclosed in its Form ADV.
Client services
Portfolio management
Expertise
Wealth management
Active portfolio management
Retirement income strategy
Occupation focus
Executive
Founder/Business Owner
Fee options
Fixed fees for specific services (amounts not specified)
1.00% annually
Main office location
FO Investments, LLC
4571 Stephen Circle, N.W. Suite 200
Canton OH 44718, United States
Number of offices
1
Most active in
FO Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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