Ardent Capital Management, Inc.
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 108264
- Registered since
- May 17, 1994
- Website
- www.ardentcm.com
- Custodians
- GLOBAL FUND CUSTODY - INVESTMENT ADVISOR SERVICES
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI85.71%
- Pension & Profit Sharing Plans8.3%
- Individuals5.58%
- Charitable Organizations0.41%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ardent Capital Management, Inc. is a SEC-registered advisory corporation that has operated since 1994 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering portfolio management across individual/small business accounts, pooled investment vehicles, and business or institutional portfolios. Its fee model combines a percentage-of-AUM structure with the possibility of performance-based fees. Ardent reports no active ESG investing program and is not organized as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Cash & Cash Equivalents7%
- Public Funds/Mutual Funds6%
- Investment Grade Corp Bonds2%
- US Government Bonds1%
Owners & executives
1 of 1
Christopher Donabedian
CEO & Portfolio ManagerCRD 2510720
Contacts
1 of 1
Brian Wade
Managing DirectorCRD 2314108
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$20.5M in ETFs
83%
$16.9M
2%
$3.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES FUTURE AI & TECH ETF (ARTY) | BlackRock | $3.1M | 40,567 | 15.10% |
Location
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 7864 Camargo Rd
- Time zone
- ET (UTC-5)
- Office locations
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