# CBIZ Investment Advisory Services

CBIZ Investment Advisory Services is a Bank / Wealth / Trust based in Cleveland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cleveland, United States
- **Region:** North America
- **Address:** Cleveland, OH, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** www.cbiz.com
- **LinkedIn:** https://www.linkedin.com/company/cbiz

## Regulatory record

- **CRD number:** 286002
- **SEC file number:** 801-108996
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-20T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286002

## About

CBIZ Investment Advisory Services maintains its headquarters in Cleveland, Ohio. The firm provides financial advisory services. No asset-class allocations, portfolio holdings, or geographic deployment details appear in available records. No fund structures or co-investors are named. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months are recorded. The firm operates strictly as a service provider with no disclosed structural features beyond basic advisory functions.

## Related profiles

- [CBH Asia](https://altss.com/profile/cbh-asia)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cbiz-investment-advisory-services

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