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| Eukles Asset Management LLC
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| CRD # | 156649 |
| SEC # | 801-80915 |
| CIK # | 0001632553 |
| AUM | 341.1 M (2026-03-20) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 513-977-4799 |
| Address | 425 Walnut Street Cincinnati, OH 45202 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001632553 |
| Sector | Form 13F Holdings | Value ($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 | ||
| CB Richard Ellis Group Inc | 4.1 | ||
| United Rentals Inc /DE | 3.9 | ||
| Laboratory Corp of America Holdings | 3.9 | ||
| State Street Corp | 3.4 | ||
| Sherwin Williams Co | 3.3 | ||
| Amazon Com Inc | 3.3 | ||
| Ball Corp | 3.1 | ||
| Fedex Corp | 3.0 | ||
| Ross Stores Inc | 3.0 | ||
| Rockwell Automation Inc | 3.0 | ||
| Accenture PLC | 3.0 | ||
| YUM Brands Inc | 2.9 | ||
| Hershey Co | 2.8 | ||
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| 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 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Second 50 Financial LLC
✚
|
CA | 341.6 M |
|
Petros Family Wealth LLC
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|
MN | 341.6 M |
|
Ergawealth Advisors Inc
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|
IL | 341.5 M |
|
Blue Investment Management LLC
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|
FL | 341.4 M |
|
Thomas Wright Asset Management Inc
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PR | 341.3 M |
|
Reichard Capital LLC
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NC | 341.0 M |
|
RM Private Wealth Management Inc
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|
FL | 340.9 M |
|
Premia Global Advisors LLC
✚
|
FL | 340.8 M |
|
Cap Six Advisors LLC
✚
|
TX | 340.8 M |
|
Phillips Wealth Planners LLC
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|
MS | 340.8 M |