Data / Investment advisers / Ohio / Mench Financial Inc
Mench Financial Inc, Cincinnati, OH: $131 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Mench Financial Inc is an SEC registered investment adviser with its main office in Cincinnati, Ohio and reports $131 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 106689
- SEC file number
- 801-48232
- SEC status
- Approved, effective January 17, 1995
- Main office
- 5725 Dragon Way Suite 321, Cincinnati, OH 45227
- Phone
- (513) 745-5111
- Website
- menchfin.com
- Regulatory AUM
- $130,576,494 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $130,576,494
- Accounts
- 183
- Employees
- 4, of which 2 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
- March 27, 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 | 82 | $82.4 million |
| Charitable organizations | 3 | $24.2 million |
| Individuals (other than high net worth individuals) | 93 | $14.5 million |
| Corporations or other businesses | 3 | $7.1 million |
| Pension and profit sharing plans | 2 | $2.4 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 | $130.6 million | March 27, 2026 |
| December 1, 2025 | $121.2 million | March 21, 2025 |
Other advisers in Cincinnati
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Tactical Fund Advisors, LLC | Cincinnati | $169.8 million | Not listed | adviserinfo.sec.gov |
| McCarley & Cook Financial Planners | Cincinnati | $169.1 million | Not listed | adviserinfo.sec.gov |
| Shepherd Wealth Management | Cincinnati | $162.1 million | Not listed | adviserinfo.sec.gov |
| Richwood Investment Advisors, LLC | Cincinnati | $155.1 million | Not listed | adviserinfo.sec.gov |
| Schmitt Wealth Advisers, LLC | Cincinnati | $135 million | Not listed | adviserinfo.sec.gov |
| Seven Hills Capital Advisors | Cincinnati | $130 million | Not listed | adviserinfo.sec.gov |
| Queen City Capital Management, LLC | Cincinnati | $114.4 million | Not listed | adviserinfo.sec.gov |
| Allos Venture Management Company, LTD. | Cincinnati | Not listed | 14 | 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 charitable organizations
- Mench Financial 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.