Souders Financial Advisors, LLC
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 296780
- Registered since
- May 21, 2018
- Website
- www.soudersfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI49.47%
- Individuals31.47%
- Pension & Profit Sharing Plans18.47%
- Charitable Organizations0.52%
- Corporations / Businesses0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Souders Financial Advisors, LLC is an independent, owner-operated RIA that registered with the SEC in 2018. The firm acts as a capital allocator for both individual/family and institutional clients and charges fees based on a percentage of AUM as well as fixed-fee engagements. Core advisory capabilities include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, pension consulting services, and educational seminars and workshops. 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
- Public Funds/Mutual Funds68%
- Exchange Traded Equities23%
- Cash & Cash Equivalents9%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$1.1B in ETFs
24%
$263M
62%
$823M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP CORE PLUS INCOME ETF (CGCP) | Capital Group | Active | Intermediate Core Plus Bond | $74.7M | 3,526,677 | 6.87% |
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
- 5968 Bridgetown Rd
- Time zone
- ET (UTC-5)
- Office locations
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