Data / Investment advisers / Ohio / Eukles Asset Management, LLC
Eukles Asset Management, LLC, Cincinnati, OH: $341 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Eukles Asset Management, LLC is an SEC registered investment adviser with its main office in Cincinnati, Ohio and reports $341 million in regulatory assets under management in its Form ADV filed March 20, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 156649
- SEC file number
- 801-80915
- SEC status
- Approved, effective January 30, 2015
- Main office
- 425 Walnut Street Suite 2260, Cincinnati, OH 45202
- Phone
- (513) 977-4799
- Website
- euklesam.com
- Regulatory AUM
- $341,096,800 in the Form ADV filed March 20, 2026
- Discretionary AUM
- $341,096,800
- Accounts
- 943
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 20, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 452 | $220.3 million |
| High net worth individuals | 18 | $109.4 million |
| Corporations or other businesses | 2 | $10.7 million |
| Pension and profit sharing plans | 1 | $643,779 |
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 | $341.1 million | March 20, 2026 |
| December 1, 2025 | $364.3 million | March 25, 2025 |
Other advisers in Cincinnati
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Family Wealth Advisory Group, LLC | Cincinnati | $396.2 million | Not listed | adviserinfo.sec.gov |
| Kleinfelder Capital, Inc. | Cincinnati | $376.6 million | Not listed | adviserinfo.sec.gov |
| 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 |
| Empeiria Capital Management, LLC | Cincinnati | $339.4 million | 7 | adviserinfo.sec.gov |
| Ardent Capital Management, Inc. | Cincinnati | $327 million | Not listed | adviserinfo.sec.gov |
| Horter Investment Management, LLC | Cincinnati | $314.5 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 individuals
- Advisers serving high net worth individuals
- Eukles Asset Management, LLC 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.