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Cincinnati Asset Management Inc

● SEC registered since 1989CRD 104946SEC# 801-34376Cincinnati, OH
Export (members)
Reg. AUM
$2.53B
Employees
15
Accounts
6,033
Location
Cincinnati, OH

Cincinnati Asset Management Inc assets under management

Cincinnati Asset Management Inc operates as an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 1989. It reports $2.5 billion in regulatory assets under management and employs 15 people.

Cincinnati Asset Management Inc owners & executives

7 reported
NameTitleOwnershipSince
Joshua Martin Adams ControlManaging DirectorUnder 5%2019
Mary Compton ControlDirector25-50%1989
Nicholas Martin Collura ControlChief Operating Officer Chief Compliance Officer Managing DirectorUnder 5%2019
Randall Scott Hale ControlPresident & Managing Director10-25%1993
Richard John Gardner ControlManaging Director10-25%2003
Richard Mark Balestra ControlManaging Director5-10%2010
William Sauer Sloneker ControlChairman & Managing Director25-50%1989

Frequently asked questions

How much does Cincinnati Asset Management Inc manage?

Cincinnati Asset Management Inc reports $2.5 billion in regulatory assets under management on its Form ADV.

How many employees does Cincinnati Asset Management Inc have?

Cincinnati Asset Management Inc reports 15 employees.

Where is Cincinnati Asset Management Inc located?

Cincinnati Asset Management Inc is based in Cincinnati, OH and has been SEC-registered since 1989.

Does Cincinnati Asset Management Inc disclose fund performance?

Cincinnati Asset Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8845 Governor's Hill Drive, Suite 230, Cincinnati, OH 45249-3317
Phone513-554-8500
Fax513-554-8509
Office hours8:30 a.m. To 4:45 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$2.53B▲ 5%
Mar '25 — $2.42BApr '25 — $2.42BMay '25 — $2.42BJun '25 — $2.42BJul '25 — $2.42BAug '25 — $2.42BSep '25 — $2.42BOct '25 — $2.42BNov '25 — $2.42BDec '25 — $2.42BJan '26 — $2.42BFeb '26 — $2.42BMar '26 — $2.53BApr '26 — $2.53BMay '26 — $2.53BJun '26 — $2.53BJul '26 — $2.53B
Mar '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 19%
Larger than 81% of 16,306 advisers
EmployeesTop 30%
More than 70% of 16,824 advisers

Assets under management

$2.53Bregulatory AUM
Discretionary $2.53B