AS
CFP
AS
CFP

Adrian Michael Schau

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
5,137 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$24.0B

Fee Structure

Minimum Investment:$2M
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Location

600 Vine Street, Suite 2000, Cincinnati, OH, 45202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Adrian works as a consultant for my529 in Salt Lake City, UT, since 2011. This activity is investment-related.

Employment History
Current Registrations
1919 Investment Counsel, LLC
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Legacy Financial Advisors, INC.
July 2018 - April 2019 · 9 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.