AdvisorCensus / Financial advisors / Ohio / Cincinnati / Viking Partners Advisors
Viking Partners Advisors
Filed as VIKING PARTNERS ADVISORS · Legal name Viking Partners Advisors, LLC
Viking Partners Advisors is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Viking Partners Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Viking Partners Advisors reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Viking Partners Advisors located?
Viking Partners Advisors' principal office is in Cincinnati, OH, according to its Form ADV.
Is Viking Partners Advisors registered with the SEC or a state?
Viking Partners Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321989.
How much does Viking Partners Advisors manage?
Viking Partners Advisors reports $374,975,017 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Viking Partners Advisors' assets and staff changed since 2022?
In the Form ADV data for Viking Partners Advisors: Regulatory assets under management: $558,251,099 in the October 2022 data and $374,975,017 in the October 2026 data, down 33%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Viking Partners Advisors serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).
Does Viking Partners Advisors 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/321989
Does Viking Partners Advisors state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The Funds provide for a minimum commitment of $500,000." "Viking Partners may in its sole discretion reduce the minimum initial investment amount."
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: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The Funds provide for a minimum commitment of $500,000.
Viking Partners may in its sole discretion reduce the minimum initial investment amount.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 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$374,975,017 as of October 2026, filing dated March 31, 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 pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Viking Partners Advisors, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
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 | $374,975,017 | 2 | March 31, 2026 |
| October 2025 | $354,391,839 | 2 | March 27, 2025 |
| October 2024 | $464,019,509 | 2 | March 28, 2024 |
| October 2023 | $493,997,809 | 2 | September 6, 2023 |
| October 2022 | $558,251,099 | 2 | August 5, 2022 |
Regulatory assets under management: $558,251,099 in the October 2022 data and $374,975,017 in the October 2026 data, down 33%.
Total employees: 2 in October 2022 and 2 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. Viking Partners Advisors (CRD 321989): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/viking-partners-advisors-cincinnati-oh-321989