Formidable Asset Management, LLC
● SEC registered since 2013CRD 167555SEC# 801-77975Cincinnati, OH
Ranks #3,130 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$903M
Fund GAV
$1.8M
Private funds
1
Employees
21
Accounts
2,196
Location
Cincinnati, OH
Formidable Asset Management, LLC assets under management
Formidable Asset Management, LLC is a registered investment adviser overseen by the SEC based in Cincinnati, OH. The firm has been registered since 2013. It reports $903 million in regulatory assets under management and employs 21 people. Formidable Asset Management, LLC manages 1 private fund with combined gross assets of $1.8 million, including The Formidable Fund, LP. By regulatory assets, it ranks 3,130 of 6,004 private fund managers.
Formidable Asset Management, LLC private funds
1 funds · $1.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| The Formidable Fund, LP | Hedge | $1.8M | $500K |
Formidable Asset Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Philip Wainscott Control | Cco, Coo And General Counsel | Under 5% | 2019 |
| William Bush Brown Control | Managing Member/Chief Executive Officer | 50-75% | 2013 |
Frequently asked questions
How much does Formidable Asset Management, LLC manage?
Formidable Asset Management, LLC reports $903 million in regulatory assets under management on its Form ADV.
How many private funds does Formidable Asset Management, LLC manage?
Formidable Asset Management, LLC manages 1 private funds with combined gross assets of $1.8 million.
How many employees does Formidable Asset Management, LLC have?
Formidable Asset Management, LLC reports 21 employees.
Where is Formidable Asset Management, LLC located?
Formidable Asset Management, LLC is based in Cincinnati, OH and has been SEC-registered since 2013.
Does Formidable Asset Management, LLC disclose fund performance?
Formidable Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 221 E. 4th Street, Suite 2700, Cincinnati, OH 45202 |
| Phone | 513-655-5566 |
| Fax | 513-655-5567 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$903M▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
AUM vs fund managersTop 52%
Larger than 48% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$903Mregulatory AUM
Discretionary $902.3MNon-discretionary $731K
Service providers
Auditor
Prime broker
Custodian
Administrator