Overview
Assets Under Management: $876 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 189
Average Client Assets: $3 million
Frequently Asked Questions
FORMIDABLE ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167555), FORMIDABLE ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FORMIDABLE ASSET MANAGEMENT, LLC is headquartered in CINCINNATI, OH.
FORMIDABLE ASSET MANAGEMENT, LLC serves 189 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, FORMIDABLE ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and pension consulting services. View all service details ↓
FORMIDABLE ASSET MANAGEMENT, LLC manages $876 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, FORMIDABLE ASSET MANAGEMENT, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Pension Consulting
Clients
Number of High-Net-Worth Clients: 189
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.09
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,188
Discretionary Accounts: 2,179
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 167555
Filing ID: 1967220
Last Filing Date: 2025-03-26 09:24:00
Website: https://formidableam.com