Premier Investment Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 11–25 clients last fiscal year.
Premier Investment Advisors reports 214 clients. They include 191 individual clients and 23 high-net-worth individuals. Of its assets, 100.0% ($113M across 306 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 89% | 46% |
| High-net-worth individuals | 11% | 50% |
| Pension and profit-sharing plans | Fewer than 5 | 4% |
| Other | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 191 | $51.5M | 45.6% | $269K |
| High-net-worth individuals | 23 | $56.1M | 49.7% | $2.44M |
| Pension and profit-sharing plans | Fewer than 5 | $5.05M | 4.5% | — |
| Other | Fewer than 5 | $274K | 0.2% | — |
| Total | 214 | $113M | 100% | — |
- Clients
- 191
- Regulatory AUM
- $51.5M
- AUM share
- 45.6%
- Avg. per client
- $269K
- Clients
- 23
- Regulatory AUM
- $56.1M
- AUM share
- 49.7%
- Avg. per client
- $2.44M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.05M
- AUM share
- 4.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $274K
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 214
- Regulatory AUM
- $113M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Premier Investment Advisors charges 0.80%–1.00% a year for its Asset Management. The fee is billed in arrears, is negotiable, has a $1,000 annual minimum and requires an account of at least $50,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Annual Retirement Income Summary and Lifestyle Financial Plan Reports
- Clients with less than $250,000 under management may buy these reports as a stand-alone service for a $750 fixed fee, charged annually.
It has 4 employees, 2 of them in advisory roles.
Leadership
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- 1 soliciting firm
Besides its headquarters, Premier Investment Advisors has 1 office, with 1 listed address in Ohio.
Ohio · 1 listed address
- 2000 Auburn Drive, Suite 200, BeachwoodHQ
Contact and registration details
- Legal name
- Premier Investment Advisors, Inc.
- Headquarters
- 2000 Auburn Drive, Suite 200, Beachwood, OH 44122
- Website
- Not reported
- Phone
- 440-498-1396
- SEC file
- 801-137002
- Structure
- Ohio corporation
- Fiscal year end
- December
Premier Investment Advisors does not have custody of client assets.
At year end, Premier Investment Advisors’ separately managed accounts were mostly in stocks (59%) and bonds (25%).
What the accounts hold
- Stocks59%
- Bonds25%
- U.S. government and agency bonds24%
- State and local bonds1%
- Cash16%
How many clients does Premier Investment Advisors have?
Premier Investment Advisors has 214 clients and manages $113 million for them, as of September 2026. They include 191 individual clients and 23 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026
What services does Premier Investment Advisors offer?
Premier Investment Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Premier Investment Advisors charge?
Premier Investment Advisors charges 0.80%–1.00% a year for its Asset Management. The fee is billed in arrears, is negotiable, has a $1,000 annual minimum and requires an account of at least $50,000.
How many financial advisors does Premier Investment Advisors have?
Premier Investment Advisors has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Premier Investment Advisors invest in?
At the end of its last fiscal year, Premier Investment Advisors’ separately managed accounts held 59% exchange-traded equities, 24% U.S. government and agency bonds, 16% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Premier Investment Advisors have a minimum investment?
Yes, Premier Investment Advisors’ minimum account size for its Asset Management is $50K. It charges a $1K annual minimum fee.
How does Premier Investment Advisors get paid?
Premier Investment Advisors is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Premier Investment Advisors registered with the SEC?
Yes, Premier Investment Advisors has been registered with the SEC as an investment adviser since 21 September 2026. Its CRD number is 121028 and its SEC file number is 801-137002.
Source: Form ADV Part 1A, Item 1, filed 21 September 2026; IAPD firm record
How do I contact Premier Investment Advisors?
Premier Investment Advisors’ main office is at 2000 Auburn Drive, Suite 200, Beachwood, OH 44122. Its phone number is 440-498-1396.