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MENCH FINANCIAL INC
CRD 106689File 801-48232
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$130.6M
Bottom 25% of cohort (national)
Discretionary AUM
$130.6M
Clients
183
183 accounts
Employees
4
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 17, 1995
- Principal office
- 5725 DRAGON WAY, SUITE 321, CINCINNATI, OH, 45227-4593
- Phone
- 513-745-5111
- Website
- HTTP://WWW.MENCHFIN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $130.6M
- Discretionary AUM
- $130.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 183
- Non-discretionary accounts
- 0
- Total accounts
- 183
- AUM per client
- $714K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $7.1M |
| Charitable organizations | 3 | $24.2M |
| High net worth individuals | 82 | $82.4M |
| Pension and profit sharing plans | 2 | $2.4M |
| Individuals (other than high net worth individuals) | 93 | $14.5M |
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 | Clients | 184 | 183 | decreased by1 |
| Apr 1, 2026 | AUM | $121,201,484 | $130,576,494 | increased by$9,375,010 |
| Apr 1, 2026 | Accounts | 184 | 183 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 319 | 184 | decreased by135 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $187,151,645 | $121,201,484 | decreased by$65,950,161 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 319 | 184 | decreased by135 |
| Apr 1, 2022 | Clients | 405 | 319 | decreased by86 |
| Apr 1, 2022 | AUM | $193,736,031 | $187,151,645 | decreased by$6,584,386 |
| Apr 1, 2022 | Accounts | 405 | 319 | decreased by86 |
| 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 “MENCH FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MENCH FINANCIAL” 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.