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| Souders Financial Advisors LLC
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|---|---|
| CRD # | 296780 |
| SEC # | 801-113263 |
| CIK # | 0001811240 |
| AUM | 1,409.3 M (2026-03-16) |
| Employees | 21 (67% Investors, 43% Brokers) |
| Fees | |
| Minimum | |
| Phone | 513-598-2400 |
| Address | 5968 Bridgetown Road Cincinnati, OH 45248 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 17.6 | ||
| Apple Inc | 15.7 | ||
| Microsoft Corp | 10.3 | ||
| Broadcom Inc | 9.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,044 | 443.5 |
| (b) Individuals (high net worth individuals) | 231 | 697.1 |
| (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 | 70 | 260.2 |
| (h) Charitable organizations | 3 | 7.3 |
| (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 | 3 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,616 | 1,409.3 |
| By Discretionary | ||
| Discretionary | 3,236 | 1,099.4 |
| Non-Discretionary | 380 | 309.9 |
| Total | 3,616 | 1,409.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,409.3 | |
| Total | 3,616 | 1,409.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001811240] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 53 |
| Serves | Institutional, Retail, Research |
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