# Nicholas Schubeler

> Nicholas Schubeler is a fee-only financial advisor at The Private Investment Group in Kettering, Ohio. The Private Investment Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/nicholas-schubeler/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** The Private Investment Group
- **Based in:** Kettering, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $179.3M across 459 accounts
- **CRD:** 5453641 (https://adviserinfo.sec.gov/individual/summary/5453641)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 65 (2009), Series 66 (2018)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.tpiginc.com

## Frequently asked questions

### Is Nicholas Schubeler a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and The Private Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Nicholas charge for financial advice?

Nicholas's firm, The Private Investment Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Nicholas Schubeler based?

Nicholas Schubeler is based in Kettering, Ohio.

### Is Nicholas Schubeler registered with the SEC?

Yes. Nicholas Schubeler is registered as an investment adviser representative in OH (CRD 5453641), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Private Investment Group manage?

The Private Investment Group reports $179.3M across 459 accounts in assets under management.

### How do I contact Nicholas Schubeler?

Through Nicholas's website, www.tpiginc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5453641): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.tpiginc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.