Cbiz Financial Solutions, Inc.
- Regulatory AUM
- $8.9M
- Discretionary
- $8.9M
- Clients
- 11
- Avg AUM / client
- $807K
- Accounts
- 11
- Employees
- 19
AUM over time
Annual snapshots from Form ADV filings · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 11 | $8.9M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bridges, Edward Howard | Principal Financial And Operations Officer | Jun 2006 (20y) | Less than 5% | |
| Christopher Mark Brown | Chief Compliance Officer And Executive Representative | Sep 2018 (8y) | Less than 5% | |
| Mellard, Nancy Marie | Director | Jan 2024 (3y) | Less than 5% | |
| Brian Edward Dean | Registered representative | CFA | Aug 2000 (26y) | |
| Michael John Swallow | Registered representative | CFA | Aug 2000 (26y) | |
| Richard Lee Harshman | Registered representative | Jan 2001 (26y) | ||
| Brian Joseph Blach | Registered representative | Jul 2002 (24y) | ||
| Eric Michael Endress | Registered representative | CFA | Jul 2006 (20y) | |
| John Raymond Smyth | Registered representative | CFP Personal Financial Specialist | Dec 2006 (20y) | |
| Todd Carlton Pyles | Registered representative | CFP | Dec 2006 (20y) | |
| Edmund Henry Hinders | Registered representative | Jan 2007 (20y) | ||
| Matthew Joseph Felten | Registered representative | May 2008 (18y) | ||
| Gilbert Jackson Keller | Registered representative | Jan 2012 (15y) | ||
| Sy Jackson Farris | Registered representative | Nov 2013 (13y) | ||
| Michael Paul Ziccardi | Registered representative | Jun 2016 (10y) | ||
| Robert James Auster | Registered representative | Oct 2017 (9y) | ||
| Christopher Ryan Blank | Registered representative | Dec 2017 (9y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cbiz Operations Inc. | Parent Company | Sep 1998 | A | 75% or more |
| Cbiz, Inc | Parent Company | Nov 1996 | B | 75% or more of Cbiz Operations, Inc. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (18)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Frontier Technology, Inc. 401(k) Plan | Frontier Technology, Inc. | 359 | $62.0M | 07/01/2024 |
| The Millcraft Paper Company Savings & Investment Plan | The Millcraft Paper Company | 261 | $22.9M | 01/01/2024 |
| Magnifi Financial 401(k) Plan & Trust | Magnifi Financial Credit Union | 386 | $57.7M | 01/01/2024 |
| Delta Dental Of Kansas, Inc. 401(k) Retirement Plan | Delta Dental Of Kansas, Inc. | 121 | $36.0M | 01/01/2024 |
| Alita Care & Affiliates 401(k) Plan | Alita Care Holdings Llc | 1,122 | $45.6M | 01/01/2024 |
| First United Corporation 401(k) Profit Sharing Plan | First United Corporation | 320 | $43.3M | 01/01/2024 |
| Cp Group 401(k) Plan | Cpg Property Services Llc | 248 | $15.4M | 01/01/2024 |
| Foresight Energy Llc 401(k) Plan | Foresight Energy Llc | 788 | $68.0M | 01/01/2024 |
| Tri Valley Health System Retirement Plan | Cambridge Memorial Hospital, Inc. Dba Tri Valley Health System | 187 | $13.0M | 01/01/2024 |
| Sci Engineering, Inc. 401(k) Retirement Plan | Sci Engineering, Inc. | 173 | $15.6M | 01/01/2024 |
| Sparefoot, Inc. 401(k) Plan | Sparefoot, Inc. | 588 | $36.2M | 01/01/2024 |
| Ryan Lawn & Tree, Inc. Savings Plan | Ryan Lawn & Tree, Inc. | 501 | $27.6M | 01/01/2024 |
| Hope Hospice, Inc. Retirement Plan | Hope Hospice, Inc. | 72 | $4.7M | 01/01/2024 |
| Advance America, Cash Advance Centers, Inc. Retirement Savings 401(k) Plan | Advance America Cash Advance Centers Inc | 2,506 | $39.7M | 01/01/2024 |
| Macinnis Group, Llc 401(k) Plan | Macinnis Group, Llc | 129 | $10.5M | 01/01/2024 |
| New Liberty Hospital Corporation Retirement Income Plan | New Liberty Hospital Corporation | 1,979 | $171M | 01/01/2024 |
| Hitchcock Industries, Inc. Employee Pension Plan | Consolidated Precision Products Minneapolis Operation | 32 | $4.5M | 01/01/2024 |
| Notre Dame High School 401(k) Retirement Plan | Notre Dame High School | 104 | $15.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: TRANS EFFECT DURING FAILURE TO MAINTAIN REQ NET CAP;FAIL TO FILE TELEGRAPHIC NOTICE;FAIL TO PREPARE OR MAINTAIN A SEP GEN LEDGER;AT TIMES INCORRECTLY COMPUTED NET CAP AND AGGREGATE INDEBTEDNESS;FILED ANNUAL AUDITED REPORT 15 DAYS LATE Status: Final Sanction Detail: SETTLEMENT SUBMITTED BY RESPONDENTS ACCEPTED;CENSURED AND FINED $2,500.00 JOINTLY AND SEVERALLY. $2,500.00 PAID 12/12/1988--DEPOSIT #103 Summary: SETTLED
Allegations: BGS&G INVESTMENT SERVICES, INC., FAILED TO FILE YEAR-END AUDITED FINANCIAL REPORT FOR 1995 WITH THE COMMONWEALTH OF VIRGINIA. Status: Final Sanction Detail: FINE OF $250.00 TO THE COMMONWEALTH OF VIRGINIA PAID BY CBIZ FINANCIAL SOLUTIONS, INC. ON 7/22/1996. Summary: N/A
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
- • Other fees
- • A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Tiaa Financial Services $5.6B (31% of AUM) Mar 2019
- Mass Mutual $2.1B (12% of AUM) Mar 2019
- Fidelity $69.6M (40% of AUM) Mar 2022
- Principal Bank $12.4M (10% of AUM) Nov 2021
- Voya Financial $8.9M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗