Gearhart & Associates
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 321832
- Registered since
- June 10, 2022
- Website
- gearhart-assoc.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.23%
- Individuals11.44%
- Corporations / Businesses2.1%
- Pension & Profit Sharing Plans1.22%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Gearhart & Associates is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves both individual/family clients and institutional investors, providing portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Its fee arrangements include asset-based fees and fixed-fee engagements. The firm is not positioned as an allocator to external capital managers and does not identify itself as an active ESG investor.
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
- Public Funds/Mutual Funds52%
- Exchange Traded Equities31%
- Non-Exchange Traded Equities13%
- Cash & Cash Equivalents2%
- Other2%
Owners & executives
1 of 1
Kenton Gearhart
President, Chief Investment OfficerCRD 2544526
Contacts
3 of 4Andy Armstrong
Financial Advisor and Registered RepresentativeCRD 4448534
Alexandra Rice
Senior Investment Portfolio AnalystCRD 6219315
Samantha Florio
Assistant Financial AdvisorCRD 7605253
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 140Active vs passive
$408M in ETFs
58%
$237M
35%
$171M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VICTORYSHARES FREE CASH FLOW ETF (VFLO) | VictoryShares | Passive | Large Value | $21.2M | 463,243 | 5.19% |
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
- 8044 Montgomery Rd
- Time zone
- ET (UTC-5)
- Office locations
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