Souders Financial Advisors, LLC
● SEC registered since 2018CRD 296780SEC# 801-113263Cincinnati, OH
Reg. AUM
$1.41B
Employees
21
Accounts
3,616
Location
Cincinnati, OH
Souders Financial Advisors, LLC assets under management
Souders Financial Advisors, LLC is an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 2018. It reports $1.4 billion in regulatory assets under management and employs 21 people.
Souders Financial Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Patrick Schweder Control | Member | 25-50% | 2018 |
| Daniel Edward Souders Control | Member | 25-50% | 2018 |
| Musa Bin Hasan Abdul-Basser | Chief Compliance Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Souders Financial Advisors, LLC manage?
Souders Financial Advisors, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Souders Financial Advisors, LLC have?
Souders Financial Advisors, LLC reports 21 employees.
Where is Souders Financial Advisors, LLC located?
Souders Financial Advisors, LLC is based in Cincinnati, OH and has been SEC-registered since 2018.
Does Souders Financial Advisors, LLC disclose fund performance?
Souders Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5968 Bridgetown Road, Cincinnati, OH 45248 |
| Phone | 513-598-2400 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.41B▲ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$1.41Bregulatory AUM
Discretionary $1.1BNon-discretionary $309.9M