Eukles Asset Management LLC

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Eukles Asset Management LLC
CRD #156649
SEC #801-80915
CIK #0001632553
AUM 341.1 M (2026-03-20)
Employees 5 (100% Investors, 100% Brokers)
Phone513-977-4799
Address425 Walnut Street
Cincinnati, OH 45202
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
4003202401608002010201520212027
Sector Form 13F Holdings Value ($M)
Nvidia Corp 18.8
Apple Inc 12.0
Microsoft Corp 9.7
Caterpillar Inc 9.5
CBOE Holdings Inc 7.7
Mastercard Inc 6.2
TJX Companies Inc /DE/ 5.9
Cummins Inc 5.0
ResMed Inc 4.4
Alphabet Inc 4.3
View All
Holdings by Sector ($M)
3002401801206002017202020232027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 452 220.3
(b) Individuals (high net worth individuals) 18 109.4
(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 1 0.6
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 10.7
(n) Other 0 0.0
Total 943 341.1
By Discretionary
Discretionary 943 341.1
Non-Discretionary 0 0.0
Total 943 341.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 341.1
Total 943 341.1
EDGAR Form CIK 2011 - 2026
13F-HR [0001632553]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
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RM Private Wealth Management Inc
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Phillips Wealth Planners LLC
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