Overview
Assets Under Management: $1.1 billion
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 231
Average Client Assets: $2 million
Frequently Asked Questions
SOUDERS FINANCIAL ADVISORS, 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 #296780), SOUDERS FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
SOUDERS FINANCIAL ADVISORS, LLC is headquartered in CINCINNATI, OH.
SOUDERS FINANCIAL ADVISORS, LLC serves 231 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, SOUDERS FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
SOUDERS FINANCIAL ADVISORS, LLC manages $1.1 billion in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, SOUDERS FINANCIAL ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 231
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,232
Discretionary Accounts: 2,879
Non-Discretionary Accounts: 353
Regulatory Filings
CRD Number: 296780
Filing ID: 1927594
Last Filing Date: 2025-03-31 09:22:00
Website: https://calfee.com