Aon Investment Consulting Inc. (Tampa)


Aon Investment Consulting Inc. is a large advisory firm based in Tampa. It manages $29.94 billion of regulatory assets for 325 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Georgia, and 7 other states.

Aon Investment Consulting provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aon Investment Consulting: assets under management

The assets under management (AUM) of Aon Investment Consulting Inc. is $29.94 billion. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.1 billion in discretionary accounts and $28.84 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $157.14 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $90.71 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aon Investment Consulting Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Aon Investment Consulting Inc.

Angela Parrish has been acting as President since 1 Sep 1991. Grant Douglas Verhaeghe joined the executive team most recently as the Vp.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Inc. Aon Consulting 100% shareholder 1 Aug 1986 75% - 100% 22-2232264
Jack Robert Dyer Vp 1 Jun 1991 Other 712387
Angela Parrish President/director 1 Sep 1991 Other 1753472
Angela Nmn Parrish President/director 1 Sep 1991 Other 1753472
Patrick George Ryan Stockholder 1 Nov 1991 Other 408261
Jerome Stephen Hanner Vice president/assistant sec 1 Jul 1994 Other 2299706
Catherine Marie Lyczko Vice president/secretary 1 Sep 1994 Other 2299712
Inc. Aon Consulting 100% shareholder 1 Jun 1996 75% - 100% 22-2232264
Dennis Thomas Blair Vice president - compliance 1 Jan 1999 Other 4330819
Mark Christian Vorhees Vp 1 Jun 1999 Other 712189
Richard Edward Barry Vice president/assistant sec 1 Jul 2001 Other 4499143
Scott Thomas Fisher Vp 1 May 2002 Other 1426744
Richard Edward Barry Treasurer 1 Jul 2002 Other 4499143
Donald C. Ingram Chairman 1 Jul 2002 Other 4521384
Richard Vodziak Asst vice president-taxes 1 Jul 2002 Other 4649521
Richard L. Vodziak Asst vice president - taxes 1 Nov 2002 Other 4649521
Richard L. (Mi Only) Vodziak Asst vice president - taxes 1 Nov 2002 Other 4649521
Andrew Ruffner Mccorkle Svp 1 Nov 2002 Other 5769236
Jennifer Lynn Kraft Vice president & sec-law 1 Dec 2002 Other 2638561
Scott Thomas Fisher Chief compliance officer 1 Oct 2004 Other 1426744
James Paul Scott Svp 1 Nov 2004 Other 871611
Nicole Williams Robertson Chief compliance officer 1 Dec 2005 Other 5079140
James Paul Scott Senior vice president 1 Dec 2005 Other 871611
Paul Terry Slamar Vice president & assistant secretary - law 1 Dec 2005 Other 4643923
Andrew M Appel Director 1 Feb 2006 Other 2494946
Michael J Gulotta Director 1 Feb 2006 Other 5270300
Andrew Michael Appel Director 1 Feb 2006 Other 2494946
Joseph Ron Donatiello Avp 1 Apr 2006 Other 5770040
Daniel Cecil Hemingway Evp 1 Jan 2007 Other 5143144
Harold Levaughn Hooks Vice president-taxes 1 Apr 2007 Other 5643568
Donald Mark Manning Avp 1 Apr 2007 Other 3063315
Beth Ann Felsen Vp 1 Apr 2007 Other 2671711
Rebecca Mckinnon King Svp 1 Aug 2007 Other 2683468
Laura R Philip Vp 1 Nov 2007 Other 2536366
Laura R (Mi Only) Philip Vp 1 Nov 2007 Other 2536366
Paul Allen Hagy Treasurer 1 Jul 2008 Other 5313767
Jeffrey Price Moody Vp 1 Sep 2008 Other 5811889
Robin Sue Gantz Vp 1 Nov 2008 Other 5808960
Kemp D Ross Practice director 1 Jan 2009 Other 5643435
Kemp D (Mi Only) Ross Practice director 1 Jan 2009 Other 5643435
Nicholas Phillander Harrell Avp 1 Jan 2009 Other 5808928
John Marvin Miller Vp 1 Jan 2009 Other 5808947
Scott Alan Fiedler Avp 1 Feb 2009 Other 1538937
Fernando Enrique Molinelli Wells Avp 1 Feb 2009 Other 5812190
Glenn Philip Sapa Vp 1 Apr 2009 Other 410815
Juliette Irene Decarteret Avp 1 Apr 2009 Other 2957395
Craig Alan Pearlman Vp 1 Jul 2009 Other 4456956
Martha Ann Spano Svp 1 Aug 2009 Other 2078001
Clinton Scot Cary Svp 1 Aug 2009 Other 2981561
Brad Joseph Sherfey Avp 1 Oct 2009 Other 5808930
Allen Paul Scherlie Svp 1 Oct 2009 Other 2346001
Grant Douglas Verhaeghe Vp 1 Apr 2010 Other 4073354
Ademir Nmi Zeco Avp 1 Apr 2010 Other 5808939

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Aon Corporation 100% owner 1 Aug 1986 75% - 100% 36-3051915

Based in Tampa

The principal office where Aon Investment Consulting Inc. performs its advisory services is located at 7650 W Courtney Campbell Causeway Suite 1000, Tampa, FL 33607, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 813-636-3000 or by fax 813-636-3075. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.