Ardent Capital 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 9, 2026, reports $327M in regulatory assets under management, 5 employees, and 305 accounts.
Assets Under Management
$327M
Employees
5
Offices
--
Total Clients
113
Primary office
CINCINNATI, OH
7864 CAMARGO RD, SUITE 100, CINCINNATI, OH, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.8% of total clients.
Top client categories% of clientsClients
1
HNWI
55.8%
63
2
Individuals
38.1%
43
3
Pension Plans
4.4%
5
4
Charitable
1.8%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$327Mas of March 9, 2026
Discretionary89.4%
$292M
89% of total RAUM89.4%
Non-discretionary10.6%
$35M
11% of total RAUM10.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$327M
Total Accounts305
10Y AUM Change+$163M (+99.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee23:1
10Y Employee Change+1 (+25.0%)
* 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.