# 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.

- CRD: 108264
- Filed as: ARDENT CAPITAL MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108264
- AdvisorCensus page: https://advisorcensus.com/firm/ardent-capital-management-inc-cincinnati-oh-108264

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated July 29, 2026)

- Account minimum: $3,000,000

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Global Fund Custody - Investment Advisor Services

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.

### Regulatory assets under management (Item 5.F)
- Total: $327,015,414
- Discretionary: $292,229,238
- Non-discretionary: $34,786,176

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $18,248,020 |
| High net worth individuals | 63 | $280,300,401 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $27,126,854 |
| Charitable organizations | 2 | $1,340,139 |

### 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

### Firm details
- Registered since: 1994 (32 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, KY, LA, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ardentcapitalmanagement.com
- ardentcm.com
- LinkedIn @ardent-capital-management-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $220,391,865 | 5 | March 23, 2021 |
| October 2022 | $255,314,825 | 5 | March 21, 2022 |
| October 2023 | $234,179,830 | 5 | August 28, 2023 |
| October 2024 | $294,049,471 | 5 | September 26, 2024 |
| October 2025 | $321,416,000 | 5 | March 28, 2025 |
| October 2026 | $327,015,414 | 5 | July 29, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ardent Capital Management, Inc. (CRD 108264): Form ADV filing data as of October 2026.