Cincinnati Asset Management Review


Trust Score 98%
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Last updated: May 16th, 2019. Data source: SEC filings.

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.

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Firm Information


Feature Value
Minimum Investment $100,000
Average Client Balance $352,561
Hybrid Advisor No
Disciplinary History No
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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