Cincinnati Asset Management Inc

RIASEC Registered

Total AUM

$2.5B

Discretionary

$2.5B

100% of AUM

Avg account

$420K

Accounts

6,033

Employees

Advisory reps

Firm details

Headquarters: Cincinnati, Ohio
CRD number: 104946
Registered since: May 5, 1989
Website: www.cambonds.com
Custodians: MORGAN STANLEY & CO. LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI79.79%
Corporations / Businesses12.6%
Charitable Organizations3.71%
Insurance Companies1.55%
Pension & Profit Sharing Plans1.41%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cincinnati Asset Management Inc. is an independent registered investment adviser formed in 1989 that manages portfolios for both individuals and institutions. The firm charges clients on a percentage-of-assets-under-management basis and emphasizes discretionary portfolio management for individual/small business clients as well as for business and institutional accounts. The firm reports being an active ESG investor and is owned by an individual rather than a parent company or larger financial institution. Cincinnati Asset Management received recognition on CNBC’s Top 100 Financial Advisory Firms list in 2019 and again in 2020, reflecting visibility among advisory peers during that period.