Multi-Family OfficeRIA · CRD 309018SEC-Registered

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NEO Investment Counsel, LLC

NEO Investment Counsel, LLC is an SEC-registered investment adviser in Cleveland, OH. The firm manages $81 million in assets, $78 million on a discretionary...

NEO Investment Counsel, LLC

NEO Investment Counsel, LLC is an SEC-registered investment adviser in Cleveland, OH. The firm manages $81 million in assets, $78 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Frequently asked questions

What is NEO Investment Counsel, LLC?

NEO Investment Counsel, LLC is a multi family office tracked on Altss.

What does Altss track for NEO Investment Counsel, LLC?

Altss maintains an OSINT-verified profile of NEO Investment Counsel, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is NEO Investment Counsel, LLC?

NEO Investment Counsel, LLC is classified by Altss as a Multi Family Office.

How does Altss source intelligence on NEO Investment Counsel, LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was NEO Investment Counsel, LLC's Altss profile last updated?

NEO Investment Counsel, LLC's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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