Cincinnati Asset Management

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Trust Score 98%
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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: September 21st, 2019. Data source: SEC filings.

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Firm Information


Feature Value
Rank (United States) 65 / 7,646
Top Advisors View Advisors
Minimum Investment $100,000
Average Client Balance $352,561
Dually-Registered 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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