Fee-only adviser · Dayton, OH
Agora Investments
Agora Investments is a fee-only investment adviser registered with the securities regulator of Ohio, with its main office in Dayton, Ohio. On its latest Form ADV, filed December 1, 2025, it reports $10M in regulatory assets under management, 60 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Ohio |
|---|---|
| Firm CRD number | 332032 |
| Office | 5 North Williams Street Dayton, OH 45402 |
| Phone | (937) 993-6729 |
| Website | agora1.com |
| Regulatory assets under management | $10M |
| Individual clients | 60 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | December 1, 2025 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Dayton
- Tudor Financial, Inc. $256M
- Demma-Novak Wealth Management Not reported
- McCollum Investment Advisors $64M
- Anderson Financial Strategies, LLC $402M
- Blake Schutter Theil Wealth Advisors, LLC $459M
- The Davenport Financial Group, Inc. $22M
See all 12 fee-only advisers in Dayton →
Nearby
- Centerville 6 firms
- Kettering 1 firm
- Bellbrook 1 firm
- Oakwood 3 firms
- Miami Township 1 firm
- Miamisburg 1 firm
- Springboro 2 firms
- Beavercreek 2 firms
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