Data / Investment advisers / Ohio / Ross Wealth Advisors, LLC
Ross Wealth Advisors, LLC, Columbus, OH: $140 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ross Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Columbus, Ohio and reports $140 million in regulatory assets under management in its Form ADV filed June 29, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 304359
- SEC file number
- 801-136561
- SEC status
- Approved, effective June 25, 2026
- Main office
- 1093 Fishinger Road, Columbus, OH 43221
- Phone
- (614) 545-0277
- Website
- 833armorup.com
- Regulatory AUM
- $139,697,583 in the Form ADV filed June 29, 2026
- Discretionary AUM
- $139,697,583
- Accounts
- 594
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 244 | $92.4 million |
| High net worth individuals | 26 | $46.2 million |
| Pension and profit sharing plans | 4 | $1.1 million |
Other advisers in Columbus
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Peb Capital Management LLC | Columbus | $171 million | Not listed | adviserinfo.sec.gov |
| Libertas Wealth Management Group, Inc. | Columbus | $163.1 million | Not listed | adviserinfo.sec.gov |
| Graver Capital Management, LLC | Columbus | $153.5 million | Not listed | adviserinfo.sec.gov |
| Peerless Wealth | Columbus | $148.7 million | Not listed | adviserinfo.sec.gov |
| The Wealth Advantage Group, Inc. | Columbus | $146.4 million | Not listed | adviserinfo.sec.gov |
| Finish Well RIA LLC | Columbus | $109 million | Not listed | adviserinfo.sec.gov |
| R1 Capital, Inc. | Columbus | Not listed | 12 | adviserinfo.sec.gov |
| Heartland Group Holdings LLC | Columbus | Not listed | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Columbus, OH
- Investment advisers in Ohio
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Ross Wealth Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.