Cincinnati Asset Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated March 19, 2026, reports $2.5B in regulatory assets under management, 15 employees, and 6,033 accounts.
Assets Under Management
$2.5B
Employees
15
Offices
--
Total Clients
6,033
Primary office
CINCINNATI, OH
8845 GOVERNOR'S HILL DRIVE, SUITE 230, CINCINNATI, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 93.0% of total clients.
Top client categories% of clientsClients
1
HNWI
93.0%
5,613
2
Corporations
4.7%
282
3
Charitable
1.2%
71
4
Pension Plans
1.1%
64
Additional categories (<0.1%)
Government<5 clients
Insurance Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.5Bas of March 19, 2026
Discretionary100.0%
$2.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.5B
Total Accounts6,033
10Y AUM Change$-666M (-20.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee402:1
10Y Employee Change-1 (-6.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.