Fee-only adviser · Canton, OH
Fo Investments, LLC
Fo Investments, LLC is a fee-only investment adviser registered with the securities regulator of Ohio, with its main office in Canton, Ohio. On its latest Form ADV, filed March 23, 2026, it reports $28M in regulatory assets under management, 10 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 | 122479 · SEC file 801-64199 |
| Office | 4571 Stephen Circle, N.w. Suite 200 Canton, OH 44718 |
| Phone | (330) 497-8270 |
| Website | Not listed |
| Regulatory assets under management | $28M |
| Individual clients | 0 non-high-net-worth, 10 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 23, 2026 |
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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- 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 Canton
- Beese Fulmer Private Wealth Management $2.1B
- Strong Investment Management, LLC $112M
- T.t.g. Financial, Inc. $194M
- Harvest Advisors, LLC $33M
- Buckeye Financial Solutions, Inc. $96M
- Clarion River Adventures, LLC $13M
See all 9 fee-only advisers in Canton →
Nearby
- North Canton 2 firms
- Green 1 firm
- Uniontown 3 firms
- Canal Fulton 1 firm
- Copley 1 firm
- Wadsworth 1 firm
- Cuyahoga Falls 1 firm
- Stow 1 firm
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