AdvisorCensus / Financial advisors / Ohio / Cincinnati, OH / New firms

New investment advisory firms in Cincinnati, OH

7 investment advisory firms in Cincinnati, OH first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.

All firms headquartered in Cincinnati, OH · Atom feed · How this list is built

September 2026 (1)

Firm	Location	Registration
Navian Investment Management	Cincinnati, OH	SEC-registered investment adviser

July 2026 (1)

Firm	Location	Registration
Scheeler Financial Group	West Chester, OH	SEC-registered investment adviser

June 2026 (1)

Firm	Location	Registration
Principled Wealth Advisors, LLC	Covington, KY	SEC-registered investment adviser

April 2026 (2)

Firm	Location	Registration
Messmer Capital Advisors LLC	Milford, OH	SEC-registered investment adviser
Union Strategic Advisors	Blue Ash, OH	SEC-registered investment adviser

January 2026 (1)

Firm	Location	Registration
ETA Capital Fund Management, LLC	Cincinnati, OH	Exempt reporting adviser

December 2025 (1)

Firm	Location	Registration
Uprety Capital	West Chester, OH	Exempt reporting adviser

Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.

Cite this page

AdvisorCensus. New investment advisory firms in Cincinnati, OH. https://advisorcensus.com/advisors/oh/cincinnati/new-firms
https://advisorcensus.com/advisors/oh/cincinnati/new-firms