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Isgrig Capital Asset Management, LLC is a registered investment advisor offering personalized investment and financial advisory services to individuals, corporations, pension and profit sharing plans, trusts, estates, charitable organizations and other business entities. Please contact us to schedulde a review as we would welcome the opportunitiy to help in any way we can.


To help each client pursue their dreams, goals and aspirations with confidence; to experience financial freedom; and to show God's love in tangible ways.

Financial Planning Services

Financial planning services will typically involve providing a variety of services, principally advisory in nature, to clients regarding the management of their financial resources based upon an analysis of their individual needs... more

Wealth Management

Our wealth management process is based on helping clients avoid unnecessary investment risk, avoid needless or irrational sacrifice of their lifestyle and constantly...more

Qualified Plan Consulting

The firm will provide qualified plan-consulting services to employee benefit plans and their fiduciaries based upon an analysis of the needs of the plan...more

Contact Us:

Trey R. Isgrig, CPA
Isgrig Capital Asset Management, LLC
6720 Woodland Reserve
Cincinnati, OH 45243

Toll-Free: (844) 242-3422
Fax: (513) 457-4711

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