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 privately owned corporation that has been SEC-registered since 1994. The firm provides discretionary portfolio management across client types, including individuals and families as well as institutional investors. Its advisory services cover individual/small business portfolios, pooled investment vehicles, and portfolios for businesses or institutions. Compensation is primarily a percentage of assets under management, with some arrangements that include performance-based fees. Ardent does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 44Active vs passive
$40.9M in ETFs
83%
$33.9M
2%
$7.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES FUTURE AI & TECH ETF (ARTY) | BlackRock | $3.1M | 40,567 | 7.55% |
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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