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 owner-operated SEC-registered advisory firm that provides discretionary portfolio management to both individuals/families and institutional or business clients. The firm charges fees as a percentage of assets under management and focuses its advisory work on managing investment portfolios for individuals, small businesses, and larger business or institutional accounts. Eukles reports no active ESG program, is not a multi-state adviser, and does not serve as a pension consultant. The firm is affiliated with a broker‑dealer and is classified as a limited liability company.
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 4PATRICK 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 127Active vs passive
$54.4M in ETFs
94%
$51.4M
<1%
$3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $10.8M | 25,250 | 19.79% |
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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