Fee-only adviser · Centerville, OH
Fry Investment Advisors, Inc.
Fry Investment Advisors, Inc. is a fee-only investment adviser registered with the securities regulator of Ohio, with its main office in Centerville, Ohio. On its latest Form ADV, filed October 5, 2026, it reports $27M in regulatory assets under management, 58 individual clients and 2 employees who give 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 | 300109 |
| Office | 323 Regency Ridge DR. Centerville, OH 45459 |
| Phone | (937) 428-0787 |
| Website | Not listed |
| Regulatory assets under management | $27M |
| Individual clients | 50 non-high-net-worth, 8 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 5, 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 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 Centerville
- Ridgeline Wealth Planning LLC $260M
- Buckeye Wealth Partners, LLC $68M
- Fiduciary Wealth Group, LLC $178M
- Wealth Accel $75M
- Accent Capital Management, LLC $383M
See all 6 fee-only advisers in Centerville →
Nearby
- Dayton 12 firms
- Bellbrook 1 firm
- Kettering 1 firm
- Miami Township 1 firm
- Miamisburg 1 firm
- Springboro 2 firms
- Oakwood 3 firms
- Beavercreek 2 firms
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