{ "path": "/advisors/oh/cincinnati", "url": "https://advisorcensus.com/advisors/oh/cincinnati", "page_type": "metro", "title": "Financial advisors in Cincinnati, OH", "filters": {}, "scope_total": 188, "faq": [ { "q": "How many financial advisory firms are there in Cincinnati, OH?", "a": "AdvisorCensus lists 188 investment advisory firms with a principal office in the Cincinnati metro area, from Form ADV filings as of October 2026: 114 SEC-registered, 61 state-registered, and 13 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Cincinnati, OH?", "a": "66 of the 188 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Cincinnati, OH offer financial planning?", "a": "118 of the 175 firms in Cincinnati, OH that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Cincinnati, OH fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 66 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 188 investment advisory firms with a principal office in the Cincinnati metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Cincinnati has 188 investment advisory firms with a principal office in the metro area as of October 2026: 114 SEC-registered, 61 state-registered, and 13 exempt reporting advisers. 66 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 57 report under $100 million in regulatory assets under management. The metro area has 906,675 households, 110,288 of them with income of $200,000 or more, or 587 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Cincinnati, OH: 188 firms from Form ADV filings as of October 2026.", "total_firms": 188, "page": 1, "total_pages": 4, "sort": "name", "registration_types": { "sec": 114, "state": 61, "exempt": 13 }, "fee_model_mix": [ { "code": "fee-only", "count": 66 }, { "code": "percentage_of_aum", "count": 168 }, { "code": "hourly", "count": 55 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 104 }, { "code": "commissions", "count": 6 }, { "code": "performance_based", "count": 24 }, { "code": "other", "count": 14 }, { "code": "not_reported", "count": 13 } ], "years_registered_distribution": [ { "code": "under_5", "count": 73 }, { "code": "5_to_9", "count": 46 }, { "code": "10_to_19", "count": 37 }, { "code": "20_plus", "count": 32 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 35 }, { "code": "25m_100m", "count": 22 }, { "code": "100m_500m", "count": 62 }, { "code": "500m_1b", "count": 12 }, { "code": "1b_5b", "count": 20 }, { "code": "over_5b", "count": 16 }, { "code": "not_reported", "count": 21 } ], "firms": [ { "crd_number": 338980, "name": "212 Wealth Management Group, LLC", "name_as_filed": "212 WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/212-wealth-management-group-llc-loveland-oh-338980", "city": "Loveland", "state": "OH", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314674, "name": "365 Wealth Management Group", "name_as_filed": "365 WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/365-wealth-management-group-mason-oh-314674", "city": "Mason", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 328624, "name": "AJD Wealth", "name_as_filed": "AJD WEALTH", "url": "https://advisorcensus.com/firm/ajd-wealth-cincinnati-oh-328624", "city": "Cincinnati", "state": "OH", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 163236, "name": "Allos Venture Management Company, Ltd.", "name_as_filed": "ALLOS VENTURE MANAGEMENT COMPANY, LTD.", "url": "https://advisorcensus.com/firm/allos-venture-management-company-ltd-cincinnati-oh-163236", "city": "Cincinnati", "state": "OH", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 153650, "name": "Altus Wealth Management, LLC", "name_as_filed": "ALTUS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/altus-wealth-management-llc-ft-mitchell-ky-153650", "city": "Ft. Mitchell", "state": "KY", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 161853, "name": "American Money Management Corporation (\"ammc\")", "name_as_filed": "AMERICAN MONEY MANAGEMENT CORPORATION (\"AMMC\")", "url": "https://advisorcensus.com/firm/american-money-management-corporation-ammc-cincinnati-oh-161853", "city": "Cincinnati", "state": "OH", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 108264, "name": "Ardent Capital Management, Inc.", "name_as_filed": "ARDENT CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/ardent-capital-management-inc-cincinnati-oh-108264", "city": "Cincinnati", "state": "OH", "years_registered": 32, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 333346, "name": "Ardlussa Capital, LLC", "name_as_filed": "ARDLUSSA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/ardlussa-capital-llc-cincinnati-oh-333346", "city": "Cincinnati", "state": "OH", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 336183, "name": "ARG Private Wealth, LLC", "name_as_filed": "ARG PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/arg-private-wealth-llc-cincinnati-oh-336183", "city": "Cincinnati", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332112, "name": "Argentarii, LLC", "name_as_filed": "ARGENTARII, LLC", "url": "https://advisorcensus.com/firm/argentarii-llc-cincinnati-oh-332112", "city": "Cincinnati", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 319618, "name": "Axim Planning & Wealth", "name_as_filed": "AXIM PLANNING & WEALTH", "url": "https://advisorcensus.com/firm/axim-planning-and-wealth-springboro-oh-319618", "city": "Springboro", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106139, "name": "Bahl & Gaynor LLC", "name_as_filed": "BAHL & GAYNOR LLC", "url": "https://advisorcensus.com/firm/bahl-and-gaynor-llc-cincinnati-oh-106139", "city": "Cincinnati", "state": "OH", "years_registered": 36, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328496, "name": "Barnes Dennig Private Wealth Management, LLC", "name_as_filed": "BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/barnes-dennig-private-wealth-management-llc-cincinnati-oh-328496", "city": "Cincinnati", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 292246, "name": "Bartlett & Co. Wealth Management LLC", "name_as_filed": "BARTLETT & CO. WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bartlett-and-co-wealth-management-llc-cincinnati-oh-292246", "city": "Cincinnati", "state": "OH", "years_registered": 8, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 120037, "name": "Beechwood Capital Management, Inc.", "name_as_filed": "BEECHWOOD CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/beechwood-capital-management-inc-cincinnati-oh-120037", "city": "Cincinnati", "state": "OH", "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298885, "name": "Benchmark Wealth Management", "name_as_filed": "BENCHMARK WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/benchmark-wealth-management-cincinnati-oh-298885", "city": "Cincinnati", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282891, "name": "Brilliant Advice, LLC", "name_as_filed": "BRILLIANT ADVICE, LLC", "url": "https://advisorcensus.com/firm/brilliant-advice-llc-cincinnati-oh-282891", "city": "Cincinnati", "state": "OH", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299465, "name": "Brixey & Meyer Capital LLC", "name_as_filed": "BRIXEY & MEYER CAPITAL LLC", "url": "https://advisorcensus.com/firm/brixey-and-meyer-capital-llc-cincinnati-oh-299465", "city": "Cincinnati", "state": "OH", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 147056, "name": "Brown Financial Advisors, LLC", "name_as_filed": "BROWN FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/brown-financial-advisors-llc-milford-oh-147056", "city": "Milford", "state": "OH", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 169035, "name": "Bruin Capital Allocation, LLC", "name_as_filed": "BRUIN CAPITAL ALLOCATION, LLC", "url": "https://advisorcensus.com/firm/bruin-capital-allocation-llc-cincinnati-oh-169035", "city": "Cincinnati", "state": "OH", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 145158, "name": "Bullseye Investment Management, LLC", "name_as_filed": "BULLSEYE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bullseye-investment-management-llc-cincinnciati-oh-145158", "city": "Cincinnciati", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324812, "name": "Canopy Partners", "name_as_filed": "CANOPY PARTNERS", "url": "https://advisorcensus.com/firm/canopy-partners-cincinnati-oh-324812", "city": "Cincinnati", "state": "OH", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 121227, "name": "Capital Advisory Services, LLC", "name_as_filed": "CAPITAL ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/capital-advisory-services-llc-west-chester-oh-121227", "city": "West Chester", "state": "OH", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311605, "name": "Cincap Asset Management", "name_as_filed": "CINCAP ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/cincap-asset-management-cincinnati-oh-311605", "city": "Cincinnati", "state": "OH", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104946, "name": "Cincinnati Asset Management Inc", "name_as_filed": "CINCINNATI ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/cincinnati-asset-management-inc-cincinnati-oh-104946", "city": "Cincinnati", "state": "OH", "years_registered": 37, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291688, "name": "Cincinnati Wealth Management, Inc.", "name_as_filed": "CINCINNATI WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/cincinnati-wealth-management-inc-cincinnati-oh-291688", "city": "Cincinnati", "state": "OH", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 306295, "name": "Cincytech", "name_as_filed": "CINCYTECH", "url": "https://advisorcensus.com/firm/cincytech-cincinnati-oh-306295", "city": "Cincinnati", "state": "OH", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 284743, "name": "Cincytech, LLC", "name_as_filed": "CINCYTECH, LLC", "url": "https://advisorcensus.com/firm/cincytech-llc-cincinnati-oh-284743", "city": "Cincinnati", "state": "OH", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 166973, "name": "Cintrifuse Capital", "name_as_filed": "CINTRIFUSE CAPITAL", "url": "https://advisorcensus.com/firm/cintrifuse-capital-cincinnati-oh-166973", "city": "Cincinnati", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 309944, "name": "Claymore Capital Partners", "name_as_filed": "CLAYMORE CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/claymore-capital-partners-cincinnati-oh-309944", "city": "Cincinnati", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329078, "name": "Connetic Ventures", "name_as_filed": "CONNETIC VENTURES", "url": "https://advisorcensus.com/firm/connetic-ventures-covington-ky-329078", "city": "Covington", "state": "KY", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107528, "name": "Constellation Investments, Inc.", "name_as_filed": "CONSTELLATION INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/constellation-investments-inc-montgomery-oh-107528", "city": "Montgomery", "state": "OH", "years_registered": 30, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 147253, "name": "Constellation Wealth Advisors", "name_as_filed": "CONSTELLATION WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/constellation-wealth-advisors-cincinnati-oh-147253", "city": "Cincinnati", "state": "OH", "years_registered": 18, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "subscription", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 105143, "name": "Coordinated Financial Planning Corp", "name_as_filed": "COORDINATED FINANCIAL PLANNING CORP", "url": "https://advisorcensus.com/firm/coordinated-financial-planning-corp-cincinnati-oh-105143", "city": "Cincinnati", "state": "OH", "years_registered": 43, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 125402, "name": "Crew Capital Management, Ltd.", "name_as_filed": "CREW CAPITAL MANAGEMENT, LTD.", "url": "https://advisorcensus.com/firm/crew-capital-management-ltd-cincinnati-oh-125402", "city": "Cincinnati", "state": "OH", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 320878, "name": "Daymark Wealth Partners, LLC", "name_as_filed": "DAYMARK WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/daymark-wealth-partners-llc-cincinnati-oh-320878", "city": "Cincinnati", "state": "OH", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 153818, "name": "Deeter Advisory Group, LLC", "name_as_filed": "DEETER ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/deeter-advisory-group-llc-terrace-park-oh-153818", "city": "Terrace Park", "state": "OH", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126756, "name": "Dennis Capital Management, L.L.C.", "name_as_filed": "DENNIS CAPITAL MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/dennis-capital-management-l-l-c-cincinnati-oh-126756", "city": "Cincinnati", "state": "OH", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 286403, "name": "Dinergy", "name_as_filed": "DINERGY", "url": "https://advisorcensus.com/firm/dinergy-cincinnati-oh-286403", "city": "Cincinnati", "state": "OH", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 128622, "name": "Dunphy Wealth Management, Inc.", "name_as_filed": "DUNPHY WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/dunphy-wealth-management-inc-cincinnati-oh-128622", "city": "Cincinnati", "state": "OH", "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 173803, "name": "Eadvisor LLC", "name_as_filed": "EADVISOR LLC", "url": "https://advisorcensus.com/firm/eadvisor-llc-cincinnati-oh-173803", "city": "Cincinnati", "state": "OH", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 282903, "name": "Eagle Realty Capital Partners, LLC", "name_as_filed": "EAGLE REALTY CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/eagle-realty-capital-partners-llc-cincinnati-oh-282903", "city": "Cincinnati", "state": "OH", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 322765, "name": "Egateway Capital, LLC", "name_as_filed": "EGATEWAY CAPITAL, LLC", "url": "https://advisorcensus.com/firm/egateway-capital-llc-covington-ky-322765", "city": "Covington", "state": "KY", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 128215, "name": "Eichner Investment Planning, LLC", "name_as_filed": "EICHNER INVESTMENT PLANNING, LLC", "url": "https://advisorcensus.com/firm/eichner-investment-planning-llc-cincinnati-oh-128215", "city": "Cincinnati", "state": "OH", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 285463, "name": "Empeiria Capital Management, LLC", "name_as_filed": "EMPEIRIA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/empeiria-capital-management-llc-cincinnati-oh-285463", "city": "Cincinnati", "state": "OH", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 310922, "name": "Entrypoint Wealth Management", "name_as_filed": "ENTRYPOINT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/entrypoint-wealth-management-cincinnati-oh-310922", "city": "Cincinnati", "state": "OH", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288351, "name": "Equitta Advisors LLC", "name_as_filed": "EQUITTA ADVISORS LLC", "url": "https://advisorcensus.com/firm/equitta-advisors-llc-milford-oh-288351", "city": "Milford", "state": "OH", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340088, "name": "ETA Capital Fund Management, LLC", "name_as_filed": "ETA CAPITAL FUND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/eta-capital-fund-management-llc-cincinnati-oh-340088", "city": "Cincinnati", "state": "OH", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 156649, "name": "Eukles Asset Management, LLC", "name_as_filed": "EUKLES ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/eukles-asset-management-llc-cincinnati-oh-156649", "city": "Cincinnati", "state": "OH", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323559, "name": "F2 Wealth", "name_as_filed": "F2 WEALTH", "url": "https://advisorcensus.com/firm/f2-wealth-cincinnati-oh-323559", "city": "Cincinnati", "state": "OH", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/oh", "label": "Financial advisors in Ohio" }, "metro": { "path": "/advisors/oh/cincinnati", "label": "Financial advisors in Cincinnati, OH" }, "city_pages": [], "fee_pages": [ { "path": "/advisors/oh/cincinnati/fee-only", "label": "Fee-only financial advisors in Cincinnati, OH", "firm_count": 66 }, { "path": "/advisors/oh/cincinnati/flat-fee", "label": "Flat-fee financial advisors in Cincinnati, OH", "firm_count": 104 }, { "path": "/advisors/oh/cincinnati/hourly", "label": "Hourly financial advisors in Cincinnati, OH", "firm_count": 55 } ], "niche_pages": [] }, "csv": "https://advisorcensus.com/advisors/oh/cincinnati.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 6, "sec_registered_at_start": 115, "per_100_registered": 5.22, "national_per_100": 10.0, "as_of": "2026-09-01", "sentence": "Over the 12 months to September 1, 2026, 6 firms here registered with the SEC as investment advisers: 5.2 for every 100 already registered, against 10.0 nationally.", "source": "https://advisorcensus.com/reports/monthly/2026-09" } }