AdvisorCensus / Financial advisors / Ohio / Cincinnati / Ardent Capital Management, Inc.
Ardent Capital Management, Inc. is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 1994, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.
Quick answers
From the filingHow is Ardent Capital Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Ardent Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Ardent Capital Management, Inc. located?
Ardent Capital Management, Inc.'s principal office is in Cincinnati, OH, according to its Form ADV.
Is Ardent Capital Management, Inc. registered with the SEC or a state?
Ardent Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 108264.
How much does Ardent Capital Management, Inc. manage?
Ardent Capital Management, Inc. reports $327,015,414 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (89% discretionary).
How have Ardent Capital Management, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Ardent Capital Management, Inc.: Regulatory assets under management: $220,391,865 in the October 2021 data and $327,015,414 in the October 2026 data, up 48%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Ardent Capital Management, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (63); individuals (other than high net worth individuals) (43); pension and profit sharing plans (but not the plan participants or government pension plans) (5).
Which custodians does Ardent Capital Management, Inc. use?
Ardent Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Global Fund Custody - Investment Advisor Services as a custodian holding 10% or more of its separately managed account assets.
Does Ardent Capital Management, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108264
Does Ardent Capital Management, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated July 29, 2026 says: "The minimum account size of client accounts is $3,000,000.00, though the firm will accept certain accounts of a smaller size, i.e. qualified plans or IRA accounts, or after consultation with the prospective client."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $3,000,000
The brochure's wording
The minimum account size of client accounts is $3,000,000.00, though the firm will accept certain accounts of a smaller size, i.e. qualified plans or IRA accounts, or after consultation with the prospective client.
As stated in the firm's Form ADV Part 2A brochure dated July 29, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$327,015,414 as of October 2026, filing dated July 29, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1994 (32 years)
- Employees
- Total: 5. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $327,015,414 | 5 | July 29, 2026 |
| October 2025 | $321,416,000 | 5 | March 28, 2025 |
| October 2024 | $294,049,471 | 5 | September 26, 2024 |
| October 2023 | $234,179,830 | 5 | August 28, 2023 |
| October 2022 | $255,314,825 | 5 | March 21, 2022 |
| October 2021 | $220,391,865 | 5 | March 23, 2021 |
Regulatory assets under management: $220,391,865 in the October 2021 data and $327,015,414 in the October 2026 data, up 48%.
Total employees: 5 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Ardent Capital Management, Inc. (CRD 108264): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ardent-capital-management-inc-cincinnati-oh-108264