Data / Investment advisers / Ohio / Cincinnati Asset Management Inc
Cincinnati Asset Management Inc, Cincinnati, OH: $2.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cincinnati Asset Management Inc is an SEC registered investment adviser with its main office in Cincinnati, Ohio and reports $2.5 billion in regulatory assets under management in its Form ADV filed September 23, 2026. Its clients include high net worth individuals, corporations and other businesses and charitable organizations. It is paid through a percentage of assets under management.
The request: Watch Cincinnati Asset Management Inc (CRD number 104946): 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
- 104946
- SEC file number
- 801-34376
- SEC status
- Approved, effective May 5, 1989
- Main office
- 8845 Governor's Hill Drive Suite 230, Cincinnati, OH 45249
- Phone
- (513) 554-8500
- Regulatory AUM
- $2,531,546,094 in the Form ADV filed September 23, 2026
- Discretionary AUM
- $2,531,546,094
- Accounts
- 6,033
- Employees
- 15, of which 8 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 23, 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 | 5,613 | $2.02 billion |
| Corporations or other businesses | 282 | $319 million |
| Charitable organizations | 71 | $93.8 million |
| Insurance companies | 1 | $39.3 million |
| Pension and profit sharing plans | 64 | $35.7 million |
| State or municipal government entities | 2 | $23.9 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 | $2.53 billion | March 19, 2026 |
| December 1, 2025 | $2.42 billion | March 19, 2025 |
Other advisers in Cincinnati
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Constellation Wealth Advisors | Cincinnati | $5.40 billion | 4 | adviserinfo.sec.gov |
| Daymark Wealth Partners, LLC | Cincinnati | $5.04 billion | Not listed | adviserinfo.sec.gov |
| Pca Investment Advisory Services, Inc. | Cincinnati | $4.31 billion | Not listed | adviserinfo.sec.gov |
| On Investment Management Co | Cincinnati | $3.15 billion | Not listed | adviserinfo.sec.gov |
| Foster & Motley Inc | Cincinnati | $2.94 billion | Not listed | adviserinfo.sec.gov |
| Feg Investment Services, LLC | Cincinnati | $2.23 billion | 21 | adviserinfo.sec.gov |
| Wealthquest Corporation | Cincinnati | $2.22 billion | Not listed | adviserinfo.sec.gov |
| Octavia Wealth Advisors LLC | Cincinnati | $2.15 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Cincinnati, OH
- Investment advisers in Ohio
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Cincinnati Asset 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.