Provided by Convergence Inc.
Institutional intelligence for the asset management industry

CINCINNATI ASSET MANAGEMENT INC

Business and Investment Profile

The CINCINNATI ASSET MANAGEMENT INC is a privately held investment adviser that advises $2.53Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CINCINNATI ASSET MANAGEMENT INC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 22.9% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 37.26 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 8845 GOVERNOR'S HILL DRIVE SUITE 230, CINCINNATI, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 15 employees comprised of 8 investment and 7 non-investment staff. The total number of Employees decreased by 6.25% over the last 5-years.

Asset Profile

Their $2.53Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 420 other accounts. Assets of High Net Worth Individuals clients own $2.02Bn or 79.79% of Total Assets and Corporations or Other Businesses own $318.99mn or 12.6% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 6 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees.

Sub-Advisers

CINCINNATI ASSET MANAGEMENT INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: CINCINNATI ASSET MANAGEMENT INC

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: Cincinnati Asset Management, Cincinnati
Generated 2026-09-12T06:48:43.3210387.  © 2026 Convergence.