John Cioffi
Vertice Capital Partners · Cincinnati, Ohio
John Cioffi is a fee-only financial advisor at Vertice Capital Partners in Cincinnati, Ohio. Vertice Capital Partners reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Vertice Capital Partners |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $5.6M across 82 accounts |
| SEC registration | Investment adviser representative in OH · CRD 2376946 |
| Exams passed | Series 63 (1999) · Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.verticecapitalpartners.com |
| Profile |
How John's firm compares
- Vertice Capital Partners's average account is about $69,000, from its Form ADV (assets managed divided by 82 accounts).
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Questions about John
Is John Cioffi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Vertice Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Vertice Capital Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is John Cioffi based?
John Cioffi is based in Cincinnati, Ohio.
Is John Cioffi registered with the SEC?
Yes. John Cioffi is registered as an investment adviser representative in OH (CRD 2376946), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Vertice Capital Partners manage?
Vertice Capital Partners reports $5.6M across 82 accounts in assets under management.
How do I contact John Cioffi?
Through John's website, www.verticecapitalpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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