Eukles Asset Management, LLC
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 156649
- Registered since
- January 30, 2015
- Website
- www.eukleswm.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals64.59%
- HNWI32.08%
- Corporations / Businesses3.14%
- Pension & Profit Sharing Plans0.19%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Eukles Asset Management, LLC is an SEC-registered limited liability company that began registration in 2015 and is structured as an individually owned, non-independent retail RIA. The firm provides fee-based portfolio management on a percentage-of-AUM basis and serves both individual and family clients as well as institutional and business clients. Its advisory activity focuses on discretionary portfolio management for individuals and small businesses as well as for businesses or institutions. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not a multi-state or newly formed adviser. It also lists a broker‑dealer affiliation in its industry relationships.
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 Equities63%
- Investment Grade Corp Bonds16%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents6%
- US Government Bonds2%
Contacts
3 of 4
Patrick Lysaght
Managing Partner, Wealth ManagerCRD 5189214
Brian Lysaght
Managing PartnerCRD 5076230
Steven Jung
Wealth ManagerCRD 1440551
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 114Active vs passive
$63.1M in ETFs
95%
$59.8M
<1%
$3.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $12.7M | 101,889 | 20.05% |
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
- 425 Walnut St
- Time zone
- ET (UTC-5)
- Office locations
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