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The Stanbery Group LLC (Columbus)


The Stanbery Group LLC is a large advisory firm based in Columbus. It manages $105.11 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Ohio and Wisconsin.




The Stanbery Group provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. 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 Stanbery Group: assets under management

The assets under management (AUM) of The Stanbery Group LLC is $105.11 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $44.52 million in discretionary accounts and $60.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.84 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $20.2 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Stanbery Group LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Columbus

The principal office where The Stanbery Group LLC performs its advisory services is located at 41 S High Street, Suite 2330, Columbus, OH 43215, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 614-227-1143 or by fax 614-227-1149. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.


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