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 corporate RIA that has been SEC-registered since 1994. The firm manages portfolios for individuals and families as well as institutional and business clients, offering discretionary portfolio management across separately managed accounts and pooled investment vehicles. Its fee model combines a percentage-of-AUM charge with performance-based fees, and it reports that ESG factors are not an active part of its investment process. Ardent presents itself primarily as a portfolio manager rather than as a third-party capital allocator.
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 1CHRISTOPHER DONABEDIAN
Chief Executive OfficerCRD 2510720
Contacts
1 of 1BRIAN WADE
Managing DirectorCRD 2314108
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$18.9M in ETFs
87%
$16.5M
3%
$2.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $2.1M | 5,902 | 11.11% |
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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