Ritter Daniher Financial Advisory LLC
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 321827
- Registered since
- June 13, 2022
- Website
- www.ritterdaniher.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.58%
- Individuals25.87%
- Charitable Organizations0.32%
- Pension & Profit Sharing Plans0.23%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ritter Daniher Financial Advisory LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves both individual and family clients as well as institutional investors, providing financial planning and discretionary portfolio management for individuals and small businesses. Its fee schedule includes asset-based fees, hourly charges and fixed fees. Filings indicate the firm does not act as a capital allocator and is not positioned as an active ESG investor. The firm maintains relationships across the financial ecosystem, listing affiliations with broker-dealers, other investment advisers, trust companies and insurance companies. Operationally it is not designated as a multi-state adviser in the available data.
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 Funds84%
- Exchange Traded Equities12%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Owners & executives
2 of 2
Joel Bennett
CFOCRD 2047878

Angela Osborne
Chief Operating OfficerCRD 4222939
Contacts
3 of 6Yin Yin
Assistant SecretaryCRD 3219513

John Ritter
Executive Managing DirectorCRD 2540787
Jeffrey Daniher
Director of Wealth ManagementCRD 3101418
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 277Active vs passive
$572M in ETFs
68%
$387M
29%
$185M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $105M | 140,529 | 18.40% |
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
- 7661 Beechmont Ave
- Time zone
- ET (UTC-5)
- Office locations
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