Formidable Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated March 31, 2026, reports $903M in regulatory assets under management, 21 employees, 3 offices, and 2,196 accounts.
Assets Under Management
$903M
Employees
21
Offices
3 offices
Total Clients
900
Primary office
CINCINNATI, OH
221 E. 4TH STREET, SUITE 2700, CINCINNATI, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.9% of total clients.
Top client categories% of clientsClients
1
Individuals
74.9%
674
2
HNWI
22.6%
203
3
Corporations
1.1%
10
4
Pension Plans
0.6%
5
5
Charitable
0.6%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$903Mas of March 31, 2026
Discretionary99.9%
$902M
100% of total RAUM99.9%
Non-discretionary0.1%
$731K
0% of total RAUM0.1%
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.
Total AUM$903M
Total Accounts2,196
10Y AUM Change+$581M (+180.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee43:1
10Y Employee Change+7 (+50.0%)
* 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.