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The Fidato Group LLC (Strongsville)


The Fidato Group LLC is a large advisory firm based in Strongsville. It manages $114.07 million of regulatory assets for 700 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California, Minnesota, and Ohio.

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The Fidato Group provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Fidato Group: assets under management

The assets under management (AUM) of The Fidato Group LLC is $114.07 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $114.07 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $162.96 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Fidato Group LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Strongsville

The principal office where The Fidato Group LLC performs its advisory services is located at 10749 Pearl Road, Strongsville, OH 44136, which is also the mailing address of the firm. An additional office of the firm is in St. Cloud, MN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 440-572-5552 or by fax 440-580-4120. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at thefidatogroup.com.


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