Data / Investment advisers / Ohio / Ardent Capital Management, Inc.
Ardent Capital Management, Inc., Cincinnati, OH: $327 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ardent Capital Management, Inc. is an SEC registered investment adviser with its main office in Cincinnati, Ohio and reports $327 million in regulatory assets under management in its Form ADV filed July 29, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management and performance based fees.
The request: Watch Ardent Capital Management, Inc. (CRD number 108264): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 108264
- SEC file number
- 801-46523
- SEC status
- Approved, effective May 17, 1994
- Main office
- 7864 Camargo Rd Suite 100, Cincinnati, OH 45243
- Phone
- (513) 831-9393
- Website
- ardentcapitalmanagement.com
- Regulatory AUM
- $327,015,414 in the Form ADV filed July 29, 2026
- Discretionary AUM
- $292,229,238
- Non discretionary AUM
- $34,786,176
- Accounts
- 305
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 63 | $280.3 million |
| Pension and profit sharing plans | 5 | $27.1 million |
| Individuals (other than high net worth individuals) | 43 | $18.2 million |
| Charitable organizations | 2 | $1.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $327 million | March 9, 2026 |
| December 1, 2025 | $321.4 million | March 28, 2025 |
Other advisers in Cincinnati
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Viking Partners Advisors | Cincinnati | $375 million | 9 | adviserinfo.sec.gov |
| Kellett Wealth Advisors, LLC | Cincinnati | $344 million | Not listed | adviserinfo.sec.gov |
| Coordinated Financial Planning Corp | Cincinnati | $343.2 million | Not listed | adviserinfo.sec.gov |
| Eukles Asset Management, LLC | Cincinnati | $341.1 million | Not listed | adviserinfo.sec.gov |
| Empeiria Capital Management, LLC | Cincinnati | $339.4 million | 7 | adviserinfo.sec.gov |
| Horter Investment Management, LLC | Cincinnati | $314.5 million | Not listed | adviserinfo.sec.gov |
| Generations Wealth, LLC | Cincinnati | $307.8 million | Not listed | adviserinfo.sec.gov |
| Sims Investment Management LLC | Cincinnati | $304.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Cincinnati, OH
- Investment advisers in Ohio
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Ardent Capital Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.