Cincinnati Asset Management

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Trust Score 98%
Trust Score  info_outline

Cincinnati Asset Management, federally registered in 1989, is a Registered Investment Advisor (RIA) in 49 state(s) with a licensed staff of 8 advisors. Cincinnati Asset Management manages $2.6 billion and provides investment advisory services for 7,438 clients (1:930 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor William Sauer Sloneker
Avg Advisor Trust Score 99
Avg Advisor Years Registered 26
Minimum Investment $100,000
Average Client Balance $352,561
Total AUM $2.6 billion
Advisor / Client Ratio 1:930
Headquarters Cincinnati, OH
SEC Filings Forms and Brochures    (CRD # 104946)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY

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