{
  "crd_number": 104946,
  "slug": "cincinnati-asset-management-inc-cincinnati-oh-104946",
  "primary_business_name": "CINCINNATI ASSET MANAGEMENT INC",
  "legal_name": "CINCINNATI ASSET MANAGEMENT INC",
  "dbas": [],
  "city": "Cincinnati",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17140",
  "metro": {
    "cbsa_code": "17140",
    "common_name": "Cincinnati",
    "msa_name": "Cincinnati, OH-KY-IN",
    "path": "/advisors/oh/cincinnati"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1989-05-05",
  "years_registered": 37,
  "period": "2026-10-01",
  "filing_date": "2026-09-23",
  "carried_forward": false,
  "raum_total": 2531546094.0,
  "raum_discretionary": 2531546094.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 15,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 93827188.0,
      "count": 71
    },
    "state_municipal": {
      "raum": 23864748.0,
      "count": 2
    },
    "insurance_companies": {
      "raum": 39280982.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 35739637.0,
      "count": 64
    },
    "high_net_worth_individuals": {
      "raum": 2019845249.0,
      "count": 5613
    },
    "corporations_other_businesses": {
      "raum": 318988290.0,
      "count": 282
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://cambonds.com",
    "https://linkedin.com/COMPANY/CINCINNATI-ASSET-MANAGEMENT-INC"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104946",
  "city_as_filed": "CINCINNATI",
  "url": "https://advisorcensus.com/firm/cincinnati-asset-management-inc-cincinnati-oh-104946",
  "display_name": "Cincinnati Asset Management Inc",
  "summary": "Cincinnati Asset Management Inc is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 1989, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 23, 2026.",
  "citation": "AdvisorCensus. Cincinnati Asset Management Inc (CRD 104946): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Cincinnati Asset Management Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cincinnati Asset Management Inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Cincinnati Asset Management Inc located?",
      "a": "Cincinnati Asset Management Inc's principal office is in Cincinnati, OH, according to its Form ADV."
    },
    {
      "q": "Is Cincinnati Asset Management Inc registered with the SEC or a state?",
      "a": "Cincinnati Asset Management Inc is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 104946."
    },
    {
      "q": "How much does Cincinnati Asset Management Inc manage?",
      "a": "Cincinnati Asset Management Inc reports $2,531,546,094 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Cincinnati Asset Management Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Cincinnati Asset Management Inc: Regulatory assets under management: $3,283,527,257 in the October 2021 data and $2,531,546,094 in the October 2026 data, down 23%. Total employees: 16 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cincinnati Asset Management Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (5,613); corporations or other businesses not listed above (282); charitable organizations (71)."
    },
    {
      "q": "Which custodians does Cincinnati Asset Management Inc use?",
      "a": "Cincinnati Asset Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Morgan Stanley as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Cincinnati Asset Management Inc report any disciplinary disclosures?",
      "a": "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/104946"
    },
    {
      "q": "What changed in Cincinnati Asset Management Inc's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 3283527257.0,
      "total_employees": 16,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2948407854.0,
      "total_employees": 15,
      "filing_date": "2022-03-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2325063034.0,
      "total_employees": 15,
      "filing_date": "2023-03-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2392092125.0,
      "total_employees": 16,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2421227313.0,
      "total_employees": 16,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2531546094.0,
      "total_employees": 15,
      "filing_date": "2026-09-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Morgan Stanley",
      "name_as_filed": "MORGAN STANLEY",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/cincinnati-asset-management-inc-cincinnati-oh-104946.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5613,
      "fewer_than_5": false,
      "raum": 2019845249.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 64,
      "fewer_than_5": false,
      "raum": 35739637.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 71,
      "fewer_than_5": false,
      "raum": 93827188.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 23864748.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 39280982.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 282,
      "fewer_than_5": false,
      "raum": 318988290.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104946",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}