Isgrig Capital Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 7 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
124
45% high-net worth
Advisors
1
of 1 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
124
Very HighAverage account size
$0
About
Isgrig Capital Asset Management is a single-advisor registered investment adviser that works with individuals and a range of institutional clients, including pension and profit‑sharing plans, trusts, estates, charitable organizations, banks and other business entities. The firm offers modular financial planning, recommendations to third‑party investment advisers, and qualified plan consulting services for employee benefit plans.
The firm typically outsources portfolio management to third‑party advisers (predominantly Wealthcare Capital Management for new and most existing clients, and legacy relationships with Matson Money) and serves as a sub‑advisor rather than exercising discretionary trading authority. For financial planning it charges hourly or fixed fees and relies on Wealthcare’s planning and simulation tools (including Monte Carlo and WEALTHSIMULATOR® methods and the Wealthcare Comfort Zone framework) while favoring broadly diversified, tax‑efficient indexed ETFs and mutual funds in client allocations.
Noteworthy for a solo independent adviser, the brochure discloses oversight of substantial third‑party‑managed assets (about $186.3 million as of 12/31/2025) alongside a formal pension consulting/qualified‑plan offering, both of which are less common among peers. The firm also does not take custody or accept performance‑based fees, and its compensation is often received through TPAs rather than by directly debiting a traditional percentage‑of‑assets advisory fee from client accounts.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Income planning
Charitable giving tax strategies
College savings (529s, UTMA, etc.)
General tax planning
Occupation focus
Retired
Fee options
Fixed fee up to $25,000 for financial planning and consulting services
$0 - $500,000: 0.70% $500,000 - $1,000,000: 0.73% $1,000,000 - $4,000,000: 0.51% $4,000,000 - $9,000,000: 0.41% $9,000,000 - $14,000,000: 0.31% $14,000,000+: 0.21%
$300 per hour for financial planning and consulting services
Minimum fee: Financial planning and consulting fees: $300/hour or fixed fee up to $25,000 Fee-only: Hourly fee of $300 or fixed fee up to $25,000 for financial planning and consulting services
Main office location
Isgrig Capital Asset Management, LLC
Cincinnati OH, United States
Number of offices
1
Most active in
Isgrig Capital Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Indiana · Kentucky · Louisiana · Ohio · Pennsylvania · Texas
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 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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")