TREECE INVESTMENT ADVISORY CORP
SEC file number 801-66712
· TOLEDO, OH
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$45.4M
Discretionary AUM
$45.4M
Employees
—
Clients
500
Firm
- Address
- 6800 W. CENTRAL AVENUE
TOLEDO, OH 43617 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Cladis Investment Advisory, LLC Medium name-match confidence · CIK 1911520 · MT
- Monarch Investment Advisory Fund, LP Medium name-match confidence · CIK 2061135 · NY
- Advisers Investment Trust Medium name-match confidence · CIK 1516523 · IL
- Advaya Investment Partners Fund LP Medium name-match confidence · CIK 2044921 · E9
- Advaya Investment Partners Fund Ltd Medium name-match confidence · CIK 2044816 · E9
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Advaya Investment Partners Fund Ltd · D/A · Jun 8, 2026
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Advaya Investment Partners Fund LP · D/A · Jun 8, 2026
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Advisers Investment Trust · D/A · Feb 6, 2026
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Monarch Investment Advisory Fund, LP · D · Mar 27, 2025
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Cladis Investment Advisory, LLC · D · Mar 14, 2025$1.7M
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Advisers Investment Trust · D/A · Feb 6, 2025