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CINCINNATI ASSET MANAGEMENT INC
CRD 104946File 801-34376
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.