Robert J. Grossheim
FAMILY WEALTH ADVISORY GROUP
CINCINNATI, OH 45249
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CRD#: 2085822
Professional summary
Robert John Grossheim, CFP®, CLU® is a registered financial advisor currently at FAMILY WEALTH ADVISORY GROUP, LLC located in Cincinnati, Ohio.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Robert has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Estate Planning
Investment Planning
Tax Planning
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Estate & Generational Planning...
Investment Advice without Ongo...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Owner/Main Instructor of Japanese Karate Do, LLC (JKD) since July 2015. This is a non-investment related business that Rob inherited when the police officer founder was killed in the line of duty. Rob instructs and manages administrative duties during non-securities trading hours totaling approximately 10 hours per month. JKD operates out of Five Seasons Family Sports Club located at 11790 Snider Rd, Cincinnati, Ohio 45249.
CRS (Client Relationship Summary) - RIA
Click below to view Robert John Grossheim's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1994
Experience
Current
March 29, 2004 - Present
FAMILY WEALTH ADVISORY GROUP, LLC
Office #1: 7359 East Kemper Road Suite A, Cincinnati, OH 45249RIA
CRD#: 130595
CINCINNATI, OH
Past
January 1, 2000 - April 5, 2004
OSAIC FA, INC.
RIA
CRD#: 3978
CINCINNATI, OH
Past
August 24, 1990 - April 5, 2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
August 24, 1990 - April 5, 2004
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FAMILY WEALTH ADVISORY GROUP, LLC
FAMILY WEALTH ADVISORY GROUP, LLC
CRD#: 130595 / SEC#: 801-62921
RIA
Registered Investment Advisory firm - (3/23/2004 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(3/29/2004)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
FAMILY WEALTH ADVISORY GROUP, LLC
FAMILY WEALTH ADVISORY GROUP, LLC
CRD#: 130595 / SEC#: 801-62921
RIA
Registered Investment Advisory firm - (3/23/2004 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7359 East Kemper Road Suite A, Cincinnati, OH 45249
Mailing Address
Phone number
(513) 469-8100
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 829 |
| AUM (Assets Under Management) | $ 334,678,298 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/25/2025 | ||
| 01/22/2025 | ||
| 07/17/2023 | ||
| 10/06/2022 |
Red Flags
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Company Information
FAMILY WEALTH ADVISORY GROUP, LLC
CRD#: 130595Cincinnati, OH 45249TRUST BUT VERIFY
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