# Cincinnati Asset Management Inc

> 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.

- CRD: 104946
- Filed as: CINCINNATI ASSET MANAGEMENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104946
- AdvisorCensus page: https://advisorcensus.com/firm/cincinnati-asset-management-inc-cincinnati-oh-104946

## Quick answers

**How is Cincinnati Asset Management Inc compensated?**
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.

**Where is Cincinnati Asset Management Inc located?**
Cincinnati Asset Management Inc's principal office is in Cincinnati, OH, according to its Form ADV.

**Is Cincinnati Asset Management Inc registered with the SEC or a state?**
Cincinnati Asset Management Inc is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 104946.

**How much does Cincinnati Asset Management Inc manage?**
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).

**How have Cincinnati Asset Management Inc's assets and staff changed since 2021?**
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.

**What types of clients does Cincinnati Asset Management Inc serve?**
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).

**Which custodians does Cincinnati Asset Management Inc use?**
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.

**Does Cincinnati Asset 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/104946

**What changed in Cincinnati Asset Management Inc's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Morgan Stanley

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: $2,531,546,094
- Discretionary: $2,531,546,094
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 5,613 | $2,019,845,249 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 64 | $35,739,637 |
| Charitable organizations | 71 | $93,827,188 |
| State or municipal government entities (including government pension plans) | 2 | $23,864,748 |
| Insurance companies | 1 | $39,280,982 |
| Corporations or other businesses not listed above | 282 | $318,988,290 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1989 (37 years)
- Employees: 15 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cambonds.com
- LinkedIn @CINCINNATI-ASSET-MANAGEMENT-INC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,283,527,257 | 16 | March 26, 2021 |
| October 2022 | $2,948,407,854 | 15 | March 24, 2022 |
| October 2023 | $2,325,063,034 | 15 | March 21, 2023 |
| October 2024 | $2,392,092,125 | 16 | March 25, 2024 |
| October 2025 | $2,421,227,313 | 16 | March 19, 2025 |
| October 2026 | $2,531,546,094 | 15 | September 23, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cincinnati Asset Management Inc (CRD 104946): Form ADV filing data as of October 2026.