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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cbiz Investment Advisory Services have?","answer":"Cbiz Investment Advisory Services has 87 investment adviser representatives registered with state securities authorities, out of 93 employees, and 87 perform investment advisory functions. 19 are registered representatives of a broker-dealer and 33 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cbiz Investment Advisory Services invest in?","answer":"At the end of its last fiscal year, Cbiz Investment Advisory Services’ separately managed accounts held 88% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 2% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds. 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