ARDENT CAPITAL MANAGEMENT, INC.
Adviser information for ARDENT CAPITAL MANAGEMENT, INC. last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 289 | $247.1M |
| Non-Discretionary | 2 | $47.0M |
| Total | 291 | $294.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 45 | $15.0M |
| HNW Individuals | 78 | $258.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $1.5M |
| Pension and profit sharing plans | 5 | $18.2M |
| Charitable organizations | <5 | $549,094 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
7864 CAMARGO RDSUITE 100
CINCINNATI
OH
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 513-831-9393, Fax: 513-831-9422
Chief Compliance Officer
CHRISTOPHER J. DONABEDIAN
CHIEF COMPLIANCE OFFICER
7864 CAMARGO RD
SUITE 100
CINCINNATI
OH
United States
Tel:
513-831-9393
Fax:
513-831-9422
C****@***********M
(Full email address available in API data)
Regulatory Contact
BRIAN G. WADE
MANAGING DIRECTOR
7864 CAMARGO RD
SUITE 100
CINCINNATI
OH
United States
Tel:
513-831-9393
Fax:
513-831-9422
B****@***********M
(Full email address available in API data)
Industry Affiliates
| AC MANAGEMENT GROUP LLC | Sponsor, GP, manager of pooled investment vehicles |
| ANNE ZIMMERMAN, CPA | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ACM OPPORTUNITY FUND LLC | Hedge Fund | $1.5M | $0.1M | 5 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DONABEDIAN, CHRISTOPHER, JAMES | Individual | – | PRINCIPAL, CHIEF COMPLIANCE OFFICER | 01/2017 | > 75% |
| WADE, BRIAN, GORDON | Individual | – | MANAGING DIRECTOR | 01/2017 | < 5% |