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CINCINNATI ASSET MANAGEMENT INC
CRD 104946File 801-34376
APPROVED
Retail clients
Filing as of Sep 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.53B
Top 25% of cohort (national)
Discretionary AUM
$2.53B
Clients
6,033
6,033 accounts
Employees
15
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 5, 1989
- Principal office
- 8845 GOVERNOR'S HILL DRIVE, SUITE 230, CINCINNATI, OH, 45249-3317
- Phone
- 513-554-8500
- Website
- HTTP://CAMBONDS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.53B
- Discretionary AUM
- $2.53B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6,033
- Non-discretionary accounts
- 0
- Total accounts
- 6,033
- AUM per client
- $420K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 282 | $319.0M |
| Insurance companies | 1 | $39.3M |
| Charitable organizations | 71 | $93.8M |
| High net worth individuals | 5,613 | $2.02B |
| Pension and profit sharing plans | 64 | $35.7M |
| State or municipal government entities | 2 | $23.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 16 | 15 | decreased by1 |
| Apr 1, 2026 | Clients | 6,163 | 6,033 | decreased by130 |
| Apr 1, 2026 | AUM | $2,421,227,313 | $2,531,546,094 | increased by$110,318,781 |
| Apr 1, 2026 | Accounts | 6,163 | 6,033 | decreased by130 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 16 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 7,222 | 6,163 | decreased by1,059 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,948,407,854 | $2,421,227,313 | decreased by$527,180,541 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 7,222 | 6,163 | decreased by1,059 |
| Apr 1, 2022 | Employees | 16 | 15 | decreased by1 |
| Apr 1, 2022 | Clients | 7,700 | 7,222 | decreased by478 |
| Apr 1, 2022 | AUM | $3,283,527,257 | $2,948,407,854 | decreased by$335,119,403 |
| Apr 1, 2022 | Accounts | 7,700 | 7,222 | decreased by478 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CINCINNATI ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CINCINNATI ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.