Institutional
    SEC Registered

    Constellation Investments, Inc.

    Registered investment advisor · Montgomery, Ohio · CRD #107528

    Assets Under Management
    $31.5B
    Client Accounts
    15
    Employees
    45
    CRD Number
    107528
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Constellation Investments, Inc.

    Constellation Investments, Inc. is a SEC-registered investment advisory firm headquartered in Montgomery, Ohio, managing approximately $31.5B in regulatory assets across 15 client accounts. The firm's full regulatory record is filed with the SEC under CRD #107528.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Constellation Investments, Inc.'s AUM?

    Constellation Investments, Inc. reports approximately $31.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Constellation Investments, Inc. headquartered?

    Constellation Investments, Inc. is headquartered in Montgomery, Ohio.

    What is Constellation Investments, Inc.'s CRD number?

    Constellation Investments, Inc.'s CRD number is 107528. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Constellation Investments, Inc. manage?

    Constellation Investments, Inc. manages approximately 15 client accounts according to its latest SEC filing.

    Is Constellation Investments, Inc. SEC registered?

    Yes, Constellation Investments, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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