CINCINNATI ASSET MANAGEMENT INC

RIASEC RegisteredEst. 1989

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 a boutique investment adviser focused on fee-based portfolio management for both individual and institutional clients. The firm favors a fixed-income orientation, concentrating its capital in investment-grade corporate bonds and constructing income-oriented portfolios for individuals, small businesses and institutions. Cincinnati Asset Management is an active ESG investor and integrates environmental, social and governance factors into its security selection and portfolio oversight where applicable. The firm has been recognized on national lists, appearing among CNBC’s Top 100 Financial Advisory Firms in both 2019 and 2020.