Data / Investment advisers / Ohio / The Pension Group
The Pension Group, Dublin, OH: $182 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
The Pension Group is an SEC registered investment adviser with its main office in Dublin, Ohio and reports $182 million in regulatory assets under management in its Form ADV filed March 17, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 293819
- SEC file number
- 801-132293
- SEC status
- Approved, effective March 31, 2025
- Legal name
- One Resource Group Wealth Management LLC
- Main office
- 700 Stonehenge Parkway Suite B, Dublin, OH 43017
- Phone
- (614) 423-4600
- Website
- thepensiongroup.com
- Regulatory AUM
- $182,371,106 in the Form ADV filed March 17, 2026
- Discretionary AUM
- $182,371,106
- Accounts
- 822
- Employees
- 9, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 17, 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) | 589 | $139.8 million |
| High net worth individuals | 10 | $42.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $182.4 million | March 17, 2026 |
| December 1, 2025 | $142 million | March 3, 2025 |
Other advisers in Dublin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Keeler & Nadler Family Wealth | Dublin | $609.9 million | Not listed | adviserinfo.sec.gov |
| Consolidated Financial | Dublin | $588.7 million | Not listed | adviserinfo.sec.gov |
| Golden Reserve Retirement, LLC | Dublin | $544.3 million | Not listed | adviserinfo.sec.gov |
| Leclair Wealth Partners | Dublin | $363 million | Not listed | adviserinfo.sec.gov |
| Retirement Strategies, LTD. | Dublin | $272.7 million | Not listed | adviserinfo.sec.gov |
| Safe Harbor Wealth Advisors, LLC | Dublin | $167.2 million | Not listed | adviserinfo.sec.gov |
| Compass Financial Group, Inc. | Dublin | $148.8 million | Not listed | adviserinfo.sec.gov |
| Egsi Investment Management | Dublin | $144.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dublin, OH
- Investment advisers in Ohio
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- The Pension Group 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.