W&S Brokerage Services, INC.
Cincinnati, OH·SEC-registered · CRD #8099
W&S Brokerage Services, INC. is an SEC-registered investment advisory firm in Cincinnati, OH managing $257M across 963 client accounts, with 86 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$257M
Client accounts
963
Advisory staff
86
Fee model
Fee-only
How W&S Brokerage Services, 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 W&S Brokerage Services, INC.
How much does W&S Brokerage Services, INC. manage?
Per its most recent SEC Form ADV filing (03/31/2026), W&S Brokerage Services, INC. reports $257M in regulatory assets under management across roughly 963 client accounts.
How does W&S Brokerage Services, INC. charge?
W&S Brokerage Services, 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 W&S Brokerage Services, INC. a fiduciary?
Yes. W&S Brokerage Services, INC. is registered with the U.S. Securities and Exchange Commission (CRD #8099), 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 W&S Brokerage Services, 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 W&S Brokerage Services, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Cincinnati, OH
Profile compiled from W&S Brokerage Services, INC.'s public SEC Form ADV filing (CRD #8099, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of W&S Brokerage Services, 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 W&S Brokerage Services, INC.? Claim this profile.