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| Happy Holidays!! thanks for using AUM13F!! |
| Cincinnati Asset Management Inc
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| CRD # | 104946 |
| SEC # | 801-34376 |
| CIK # | |
| AUM | $2.4 B (2025-03-19) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Phone | 513-554-8500 |
| Address | 8845 Governors Hill Drive Cincinnati, OH 45249-3317 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 5,694 | 1.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 76 | 0.0 |
| (h) Charitable organizations | 73 | 0.1 |
| (i) State or municipal government entities | 3 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 315 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 6,163 | 2.4 |
| By Discretionary | ||
| Discretionary | 6,163 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,163 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 2.3 | |
| Total | 6,163 | 2.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ValueQuest Investment Advisors Private Ltd
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|
2.4 | |
|
Elevation Point Wealth Partners LLC
✚
|
CO | 2.4 |
|
Anchor Capital Advisors LLC
✚
|
MA | 2.4 |
|
Sarofim International Management Company LLC
✚
|
TX | 2.4 |
|
Abner Herrman & Brock LLC
✚
|
NJ | 2.4 |
|
Fragasso Financial Advisors Inc
✚
|
PA | 2.4 |
|
Meritage Portfolio Management Inc
✚
|
KS | 2.4 |
|
Stegner Investment Associates Inc
✚
|
KY | 2.4 |
|
Swan Global Investments LLC
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|
CO | 2.4 |
|
Potomac Fund Management Inc
✚
|
MD | 2.4 |