Mench Financial 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 27, 2026, reports $131M in regulatory assets under management, 4 employees, and 183 accounts.
Assets Under Management
$131M
Employees
4
Offices
--
Total Clients
183
Primary office
CINCINNATI, OH
5725 DRAGON WAY, SUITE 321, 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 segmentIndividuals represent 50.8% of total clients.
Top client categories% of clientsClients
1
Individuals
50.8%
93
2
HNWI
44.8%
82
3
Charitable
1.6%
3
4
Corporations
1.6%
3
5
Pension Plans
1.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$131Mas of March 27, 2026
Discretionary100.0%
$131M
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$131M
Total Accounts183
10Y AUM Change$-96M (-42.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee46:1
10Y Employee Change0 (0.0%)
* 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.