Stephen James Schug
Investment adviser representative at On Investment Management Co
38 yearsExperience
1 stateRegistered in
$3.2BFirm assets
54 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
38 years in the industry.
- On Investment Management CoJun 2021 to now
- Ohio National Financial ServicesSep 2020 to now
- The O.N. Equity Sales CompanySep 2020 to now
- Capital Analysts, IncorporatedOct 1988 to now
- Lincoln InvestmentJun 2012 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
State registrations
Registered as an investment adviser representative in 1 state (IN).
On Investment Management Co
$3.2BAssets managed
9,568Clients
195Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1448575
- Firm CRD
- 105662