P
Priad Investment Advisers, L.L.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,320,027
Clients
2
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$2,160,014
About
Priad Investment Advisers, L.L.C. provides investment advisory and portfolio management services to a very small client base, managing approximately $4.32 million in client assets across two clients. The firm works with individual clients and uses a fee arrangement tied to assets under management, a common billing approach among independent advisers.
The firm’s advisory relationship is primarily non‑discretionary, so it typically provides recommendations and implements transactions only with client authorization rather than exercising ongoing trading authority. This arrangement emphasizes client control over trade execution and the adviser’s role in offering tailored guidance rather than full discretionary management.
What is distinctive about Priad is its scale and service model: a very limited number of clients combined with a predominantly non‑discretionary setup, which is uncommon among independent firms that more often manage discretionary assets for larger client rosters. That structure suggests a consultative, client‑directed relationship and a smaller operational footprint compared with many peers.
Client services
Portfolio management
Fee options
Main office location
Priad Investment Advisers, L.L.C.
Cincinnati OH, United States
Number of offices
1
Most active in
Priad Investment Advisers, L.L.C. has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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