Nicholas Schubeler
The Private Investment Group · Kettering, Ohio
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.
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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 |
| Assets under management | $179.3M across 459 accounts |
| SEC registration | Investment adviser representative in OH · CRD 5453641 |
| Exams passed | Series 65 (2009) · Series 66 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.tpiginc.com |
How Nicholas's firm compares
- The Private Investment Group's average account is about $391,000, from its Form ADV (assets managed divided by 459 accounts).
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Questions about Nicholas
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.
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
- The Private Investment Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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