# Souders Financial Advisors, LLC

> Souders Financial Advisors, LLC is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 24, 2026.

- CRD: 296780
- Filed as: SOUDERS FINANCIAL ADVISORS, LLC
- Also doing business as: BONAVENTURA WEALTH ADVISORS, LLC, CLEARPOINT WEALTH ADVISORS, LLC, SOUDERS FINANCIAL GROUP, STRATEGIC CAPITAL ADVISERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/296780
- AdvisorCensus page: https://advisorcensus.com/firm/souders-financial-advisors-llc-cincinnati-oh-296780

## Quick answers

**How is Souders Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Souders Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Souders Financial Advisors, LLC located?**
Souders Financial Advisors, LLC's principal office is in Cincinnati, OH, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Souders Financial Advisors, LLC registered with the SEC or a state?**
Souders Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 296780.

**How much does Souders Financial Advisors, LLC manage?**
Souders Financial Advisors, LLC reports $1,409,251,956 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (78% discretionary).

**How have Souders Financial Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Souders Financial Advisors, LLC: Regulatory assets under management: $454,861,934 in the October 2021 data and $1,409,251,956 in the October 2026 data, up 210%. Total employees: 19 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Souders Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,044); high net worth individuals (231); pension and profit sharing plans (but not the plan participants or government pension plans) (70).

**Which custodians does Souders Financial Advisors, LLC use?**
Souders Financial Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Souders Financial Advisors, LLC 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/296780

**Does Souders Financial Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "SFA generally does not require a minimum account size to open a portfolio."

**What changed in Souders Financial Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 13 to 14. Regulatory assets under management went from $1,065,305,147 to $1,409,251,956 (+32%). Registered or notice-filed in GA, SC, VA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: None

> SFA generally does not require a minimum account size to open a portfolio.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

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: $1,409,251,956
- Discretionary: $1,099,392,391
- Non-discretionary: $309,859,565

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,044 | $443,491,716 |
| High net worth individuals | 231 | $697,120,395 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 70 | $260,247,692 |
| Charitable organizations | 3 | $7,269,850 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $1,122,303 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 21 total, 14 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, IL, IN, KY, MI, NC, OH, SC, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Cincinnati, OH
- Mason, OH

### Websites listed on Form ADV (Item 1.I)
- bonaventurawealth.com
- cpwealthadvisors.com
- scagreatlakes.com
- scaohio.com
- soudersfinancial.com
- Facebook @ClearPoint-Wealth-Advisors-104940821355195
- Facebook @SoudersFinancialGroup
- Facebook @Bonaventura-Wealth-Advisors
- LinkedIn @souders-financial-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $454,861,934 | 19 | January 29, 2021 |
| October 2022 | $545,359,073 | 19 | March 31, 2022 |
| October 2023 | $697,062,368 | 19 | July 28, 2023 |
| October 2024 | $889,941,825 | 19 | March 27, 2024 |
| October 2025 | $1,065,305,147 | 19 | March 31, 2025 |
| October 2026 | $1,409,251,956 | 21 | July 24, 2026 |

Regulatory assets under management: $454,861,934 in the October 2021 data and $1,409,251,956 in the October 2026 data, up 210%.
Total employees: 19 in October 2021 and 21 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 13 to 14.
- Regulatory assets under management went from $1,065,305,147 to $1,409,251,956 (+32%).
- Registered or notice-filed in GA, SC, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Souders Financial Advisors, LLC (CRD 296780): Form ADV filing data as of October 2026.