Souders Financial Advisors, 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 16, 2026, reports $1.4B in regulatory assets under management, 21 employees, 6 offices, and 3,616 accounts.
Assets Under Management
$1.4B
Employees
21
Offices
6 offices
Total Clients
1,351
Primary office
CINCINNATI, OH
5968 BRIDGETOWN ROAD, CINCINNATI, OH, United States
Top client segmentIndividuals represent 77.3% of total clients.
Top client categories% of clientsClients
1
Individuals
77.3%
1,044
2
HNWI
17.1%
231
3
Pension Plans
5.2%
70
4
Charitable
0.2%
3
5
Corporations
0.2%
3
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 16, 2026
Discretionary78.0%
$1.1B
78% of total RAUM78.0%
Non-discretionary22.0%
$310M
22% of total RAUM22.0%
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$1.4B
Total Accounts3,616
10Y AUM Change+$1.4B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee64:1
10Y Employee Change+21
* 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.