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Peyton Joseph Gentry

ON Investment Management Co.

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About Peyton Joseph Gentry

Peyton Gentry is a registered investment advisor representative with ON Investment Management Co. and Hummel Wealth Management, LLC. Peyton is licensed in 27 states and has been in the industry since December 2018. Peyton holds the Series 63, 7TO, and SIE exams. Peyton specializes in providing financial planning, selection of other advisors, and portfolio management for individuals. Peyton is a member of ON Investment Management Co. and has been with the firm since October 2019. Peyton is also an agent for insurance sales and has been offering the sale of life insurance to clients within their organization since September 2018.

Firm Information

Peyton Gentry is currently registered with ON Investment Management Co.. ON Investment Management Co. is an investment advisor registered with the SEC with its main office in Cincinnati, Ohio. The firm has 206 licensed agents and manages approximately $2.2 billion in regulatory assets under management for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm offers financial planning, portfolio management, and other advisory services.
ON Investment Management Co.

ONE FINANCIAL WAY

CINCINNATI, OH 45242

$2.20B

Assets Under Management

275

Total Clients

196

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet

Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Peyton Gentry’s Registration & Firm History

OH

10/07/2019 - Present

ON Investment Management Co. (Orrville OH)

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Licenses & Designations

BC

Issued 08/20/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/11/2018

Series 7TO - General Securities Representative Examination

BC

Issued 10/12/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peyton Joseph Gentry.
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