Constellation Investments, INC.
Montgomery, OH·SEC-registered · CRD #107528
Constellation Investments, INC. is an SEC-registered investment advisory firm in Montgomery, OH managing $31B across 15 client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$31B
Client accounts
15
Advisory staff
8
Fee model
Fee-only
How Constellation Investments, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Constellation Investments, INC.
How much does Constellation Investments, INC. manage?
Per its most recent SEC Form ADV filing (03/31/2026), Constellation Investments, INC. reports $31B in regulatory assets under management across roughly 15 client accounts.
How does Constellation Investments, INC. charge?
Constellation Investments, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Constellation Investments, INC. a fiduciary?
Yes. Constellation Investments, INC. is registered with the U.S. Securities and Exchange Commission (CRD #107528), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Constellation Investments, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Constellation Investments, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Montgomery, OH
Profile compiled from Constellation Investments, INC.'s public SEC Form ADV filing (CRD #107528, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Constellation Investments, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Constellation Investments, INC.? Claim this profile.