Ardent Capital Management, Inc.
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 108264
- Registered since
- May 17, 1994
- Website
- www.ardentcm.com
- Custodians
- GLOBAL FUND CUSTODY - INVESTMENT ADVISOR SERVICES
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI85.71%
- Pension & Profit Sharing Plans8.3%
- Individuals5.58%
- Charitable Organizations0.41%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ardent Capital Management, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1994. The firm manages portfolios for individuals, families and institutional clients and also provides portfolio management for pooled investment vehicles. Its fee model combines traditional percentage-of-AUM charges with performance-based fees for certain arrangements. Equity exposure is the primary portfolio preference; the firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Cash & Cash Equivalents7%
- Public Funds/Mutual Funds6%
- Investment Grade Corp Bonds2%
- US Government Bonds1%
Owners & executives
1 of 1
Christopher Donabedian
CEO & Portfolio ManagerCRD 2510720
Contacts
1 of 1
Brian Wade
Managing DirectorCRD 2314108
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$3.9M in ETFs
100%
$3.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST MICRO (IAUM) | BlackRock | Passive | Commodities Focused | $1.2M | 28,500 | 30.18% |
Location
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 7864 Camargo Rd
- Time zone
- ET (UTC-5)
- Office locations
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