Data / Investment advisers / Ohio / Tidmore Retirement Planning Specialists
Tidmore Retirement Planning Specialists, Beachwood, OH: $113 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Tidmore Retirement Planning Specialists is an SEC registered investment adviser with its main office in Beachwood, Ohio and reports $113 million in regulatory assets under management in its Form ADV filed October 15, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, fixed fees and other fees.
The request: Watch Tidmore Retirement Planning Specialists (CRD number 121028): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 121028
- SEC file number
- 801-137002
- SEC status
- Approved, effective September 21, 2026
- Legal name
- Premier Investment Advisors, Inc.
- Main office
- 2000 Auburn Drive Suite 200, Beachwood, OH 44122
- Phone
- (440) 498-1396
- Regulatory AUM
- $112,894,012 in the Form ADV filed October 15, 2026
- Discretionary AUM
- $112,894,012
- Accounts
- 306
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- October 15, 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 |
|---|---|---|
| High net worth individuals | 23 | $56.1 million |
| Individuals (other than high net worth individuals) | 191 | $51.5 million |
| Pension and profit sharing plans | Fewer than 5 | $5.1 million |
Other advisers in Beachwood
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Winslow Asset Management Inc | Beachwood | $626.7 million | Not listed | adviserinfo.sec.gov |
| Adaptive Financial Consulting, LLC | Beachwood | $547.1 million | Not listed | adviserinfo.sec.gov |
| North Star Advisory Group, LLC | Beachwood | $289.1 million | Not listed | adviserinfo.sec.gov |
| Shaker Investments | Beachwood | $258.8 million | 1 | adviserinfo.sec.gov |
| Newport Investment Advisors Inc | Beachwood | $198 million | Not listed | adviserinfo.sec.gov |
| Buoyant Ventures Management, LLC | Beachwood | Not listed | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Beachwood, OH
- Investment advisers in Ohio
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Tidmore Retirement Planning Specialists 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.