{"url":"https://nivawealth.com/firms/premier-investment-advisors-121028","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/121028","regulatoryAum":112894012,"crd":"121028","secFileNumber":"801-137002","legalName":"Premier Investment Advisors, Inc.","displayName":"Premier Investment Advisors","slug":"premier-investment-advisors-121028","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Ohio corporation","fiscalYearEnd":"December","headquarters":{"street":"2000 Auburn Drive, Suite 200","city":"Beachwood","state":"OH","stateName":"Ohio","country":"United States","postalCode":"44122"},"tradeNames":[],"registration":{"secApproved":"21 September 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":502640.9579439252,"staff":{"employees":4,"advisory":2,"brokerDealerReps":0,"insuranceAgents":1,"promoters":1},"aum":{"regulatory":112894012,"discretionary":112894012,"discretionaryAccounts":306,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":191,"regulatoryAum":51454783},{"label":"High-net-worth individuals","clients":23,"regulatoryAum":56110382},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":5054947},{"label":"Other","clients":null,"fewerThan5":true,"regulatoryAum":273900}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058490","versionId":1058490,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-09-21","documentName":"ADV PART 2AB","fee_rate_low":0.8,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":50000,"feeMinimumPeriod":"annual","fee_minimum_annual":1000},{"role":"other","program":"Annual Retirement Income Summary and Lifestyle Financial Plan Reports","summary":"Clients with less than $250,000 under management may buy these reports as a stand-alone service for a $750 fixed fee, charged annually.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058490","versionId":1058490,"submittedOn":"2026-09-21","documentName":"ADV PART 2AB"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T12:33:56.180646+00:00","documents":[{"name":"ADV PART 2AB","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058490","versionId":1058490,"submittedOn":"2026-09-21"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012946","versionId":1012946,"submittedOn":null}]},"custodians":[],"custodyNote":"Premier Investment Advisors does not have custody of client assets.","leadership":[],"ownership":[],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Ohio","offices":1,"addresses":[{"street":"2000 Auburn Drive, Suite 200","city":"Beachwood","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"440-498-1396","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Other"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":59},{"label":"U.S. government/agency bonds","percent":24},{"label":"U.S. state and local bonds","percent":1},{"label":"Cash and cash equivalents","percent":16}],"privateFunds":0},"sources":{"adv1FilingDate":"21 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/121028/PDF/121028.pdf","brochureDate":"21 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058490","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Premier Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Premier Investment Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Premier Investment Advisors charge?","answer":"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.","source":"ADV PART 2AB, filed 21 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Premier Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Premier Investment Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Premier Investment Advisors have a minimum investment?","answer":"Yes, Premier Investment Advisors’ minimum account size for its Asset Management is $50K. It charges a $1K annual minimum fee.","source":"ADV PART 2AB, filed 21 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How does Premier Investment Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Premier Investment Advisors registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Premier Investment Advisors?","answer":"Premier Investment Advisors’ main office is at 2000 Auburn Drive, Suite 200, Beachwood, OH 44122. Its phone number is 440-498-1396.","source":"Form ADV Part 1A, Item 1.F, filed 21 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}