OI
ON INVESTMENT MANAGEMENT CO
SEC RegisteredYou've made the decision — Let ONESCO help you find the best fit for Your needs
CINCINNATI, OHhttps://joinonesco.com855-262-0913
Assets Under Management
$1B–$5B
Year Founded
1968
Employees
196
Office Locations
26 offices
Total Accounts
14153
About the firm
Since our founding in 1968, ONESCO has taken pride in offering financial professionals independence, value and stability. The O.N. Equity Sales Company is a registered broker/dealer, member FINRA and SIPC, that has been delivering a consistent, stable platform for advisors to grow and be successful for over 50 years.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/Municipal
Areas of expertise
Independent Broker/dealerFinancial ProfessionalsAdvisor TransitionInvestment ProductsFINRA MemberSIPC MemberRegistered Broker/dealer
Services
Independent broker/dealer services for financial professionals, including a comprehensive product shelf, competitive payouts, access to technology and resources, and support for a wide variety of business models
Who they serve
Financial professionals and advisors looking to transition to or partner with an independent broker/dealer
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 8,523 | $1.7B |
| High Net Worth Individuals | 794 | $1.2B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 204 | $114M |
| State/Municipal Entities | 16 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
308 total clients reported on Form ADV.
Leadership
The O.n. Equity Sales Company
OWNER
Jeffery Allen Bley
CHAIRMAN, PRESIDENT & CEO
Inc. Ohio National Holdings
SHAREHOLDER
Andrew Joseph Vanhoy
CHIEF COMPLIANCE OFFICER
Kimberly Anne Plante
SECRETARY
Patrick Henry Mcevoy
CHAIRMAN, PRESIDENT & CEO
Nancy M Westbrock
DIRECTOR & CHIEF OPERATIONS OFFICER
Caisse De D�p�t Et Placement Du Qu�bec
OWNER
Ontario Teachers' Pension Plan Board
OWNER
Cdpq Gestion Fonds 780 Inc.
GENERAL PARTNER
Cdpq Dg/cr-780 Inc.
LIMITED PARTNER
Cdpq Fonds 780 Sec
LIMITED PARTNER
2720718 Ontario Limited
LIMITED PARTNER
Constellation Insurance Gp Llc
GENERAL PARTNER
Onlh Holdings Gp Llc
GENERAL PARTNER
Lp Constellation Insurance
LIMITED PARTNER
11004883 Canada Inc.
HOLDER OF CLASS B COMMON STOCK
Onlh Holdings Lp
HOLDER OF CLASS B COMMON STOCK
Onlh Holdings Lp
HOLDER OF CLASS A COMMON STOCK
John Adam Mackintosh
DIRECTOR
Office locations
26 offices in 15 states
OH
CINCINNATIHQ
OH
WOOSTER
OH
CINCINNATI
OH
BERLIN
IL
CHICAGO
TX
TEXARKANA
MO
CHESTERFIELD
IA
CEDAR RAPIDS
PA
PITTSBURGH
KY
LEXINGTON
MN
BLOOMINGTON
OH
ORRVILLE
WI
MADISON
KY
LEXINGTON
MO
ST CHARLES
WI
MADISON
CT
BRANFORD
OH
CUYAHOGA FALLS
WV
CHARLESTON
MO
Lee's SUMMIT
CO
GREENWOOD VILLAGE
CO
FORT COLLINS
MA
CHARLESTOWN
MN
BLOOMINGTON
IN
SUITE 125
MI
NOVI
Advisors at this firm
Showing 100 of 210
Philip Thomas Alford
Investment Adviser Representative
Timothy William Alvarado
Investment Adviser Representative
Eric Matthew Aponte
Investment Adviser Representative
Deepak Nervanda Appaya
Investment Adviser Representative
Lindsay Batezel
Investment Adviser Representative
Nathan Scott Biggerstaff
Investment Adviser Representative
Evan Matthew Bihl
Investment Adviser Representative
Michael D Bird
Investment Adviser Representative
Richard Paul Boccaccio Jr
Investment Adviser Representative
Jeffery Paul Boutin
Investment Adviser Representative
Eric James Brogan
Investment Adviser Representative
Ryan Dean Buck
Investment Adviser Representative
Scott Darrel Bye
Investment Adviser Representative
Andrew Dennis Badertscher
Investment Adviser Representative
Rex Behrashi
Investment Adviser Representative
Aaron McMichael Briggs
Investment Adviser Representative
Allen Randolph Bruce
Investment Adviser Representative
Jacob Karl Buckley
Investment Adviser Representative
Andrew Phelps Burnside
Investment Adviser Representative
Joseph George Cafiso
Investment Adviser Representative
John David Campbell
Investment Adviser Representative
Frank John Cariola
Investment Adviser Representative
Peter Charles Cisick
Investment Adviser Representative
Scott Lavell Cluff
Investment Adviser Representative
Matthew James Collins
Investment Adviser Representative
James Christian Cook
Investment Adviser Representative
John Cagle
Investment Adviser Representative
Jordan Carrier
Investment Adviser Representative
Anthony Dennis Casnellie
Investment Adviser Representative
John Cisick
Investment Adviser Representative
Luken Francis Cisick
Investment Adviser Representative
Robert James Clancy
Investment Adviser Representative
Christopher L Clepp
Investment Adviser Representative
James Michael Cobb
Investment Adviser Representative
James E Cobb
Investment Adviser Representative
Aubrey B Coleman
Investment Adviser Representative
Michelle Marie Degree
Investment Adviser Representative
Randall Lloyd Diehl
Investment Adviser Representative
Eugene Henry Donnelly III
Investment Adviser Representative
Douglas Baugh Doster
Investment Adviser Representative
Jay Benjamin Dworsky
Investment Adviser Representative
Kenneth William Dyer
Investment Adviser Representative
Danielle V. Davis
Investment Adviser Representative
Kyrk Alexander Davis
Investment Adviser Representative
Dennis Michael Dean
Investment Adviser Representative
Rachel Debigare
Investment Adviser Representative
Marvin Henry Dennard
Investment Adviser Representative
Anna Marie Downs
Investment Adviser Representative
Glenn Joseph Eckstut
Investment Adviser Representative
Phillip Matthew Edwards
Investment Adviser Representative
Robert George Eichinger
Investment Adviser Representative
Paul Steven Elkind
Investment Adviser Representative
Brent Richard Ewert
Investment Adviser Representative
Susan Michelle Fellman
Investment Adviser Representative
Ronald Gregory Flowers
Investment Adviser Representative
Thomas James Frank
Investment Adviser Representative
Michael David Franta
Investment Adviser Representative
David Joseph Funke
Investment Adviser Representative
Jordan Lee Funke
Investment Adviser Representative
Nathan James Furniss
Investment Adviser Representative
Stefan Michael Faerber
Investment Adviser Representative
Tracy Ford
Investment Adviser Representative
Tyler P Gagnon
Investment Adviser Representative
Peyton Joseph Gentry
Investment Adviser Representative
Ryan Matthew Gill
Investment Adviser Representative
Jennifer K Gilroy
Investment Adviser Representative
Charles Eugene Glass
Investment Adviser Representative
Steven Frederick Golden
Investment Adviser Representative
Mark Allen Gash
Investment Adviser Representative
Steven A Gibson
Investment Adviser Representative
Dennis Joseph Goldstrand
Investment Adviser Representative
Hardev Prempuri Goswami
Investment Adviser Representative
Michael George Haddad
Investment Adviser Representative
Janine M Halsey
Investment Adviser Representative
Brett Michelle Hamilton
Investment Adviser Representative
Linwood Forrest Hamilton
Investment Adviser Representative
Joshua Michael Hartzler
Investment Adviser Representative
Joshua Thomas Haywood
Investment Adviser Representative
John Christopher Head
Investment Adviser Representative
Christopher David Heckadon
Investment Adviser Representative
Christopher Powell Hill
Investment Adviser Representative
Mark Richard Hoemann
Investment Adviser Representative
Steven Mark Horton
Investment Adviser Representative
Trevor Linn Hostetler
Investment Adviser Representative
Warren Neil Howard
Investment Adviser Representative
Joseph Hurley
Investment Adviser Representative
William Edward Husson
Investment Adviser Representative
Francis James Haanen
Investment Adviser Representative
April Kristyne Hahn
Investment Adviser Representative
Alexander Johnathan Halsey
Investment Adviser Representative
Dillon Bruce Harper
Investment Adviser Representative
Nicholas Michael Hendricker
Investment Adviser Representative
Adam Lemley Howard
Investment Adviser Representative
Aaron Phillip Hughes
Investment Adviser Representative
Craig Scott Johnson
Investment Adviser Representative
Kevin Edward Kemmerer
Investment Adviser Representative
Brian Michael Keswick
Investment Adviser Representative
Scott Kine
Investment Adviser Representative
Joanne Marie Koster-Wilson
Investment Adviser Representative
Wendall Alan Kennedy
Investment Adviser Representative
Regulatory & compliance
CRD number
#105662
SEC Number
801-7941
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
joinonesco.comPhone
855-262-0913Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ON INVESTMENT MANAGEMENT CO has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.