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ARDENT CAPITAL MANAGEMENT, INC.
CRD 108264File 801-46523
APPROVED
Retail clients
Filing as of Jul 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$327.0M
Below cohort median (national)
Discretionary AUM
$292.2M
Non-discretionary $34.8M
Clients
113
305 accounts
Employees
5
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 17, 1994
- Principal office
- 7864 CAMARGO RD, SUITE 100, CINCINNATI, OH, 45243
- Phone
- 513-831-9393
- Website
- HTTPS://WWW.ARDENTCM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $327.0M
- Discretionary AUM
- $292.2M
- Non-discretionary AUM
- $34.8M
- Discretionary accounts
- 304
- Non-discretionary accounts
- 1
- Total accounts
- 305
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.3M |
| High net worth individuals | 63 | $280.3M |
| Pension and profit sharing plans | 5 | $27.1M |
| Individuals (other than high net worth individuals) | 43 | $18.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- 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 | Custody | Yes | No | |
| Apr 1, 2026 | Clients | 112 | 113 | increased by1 |
| Apr 1, 2026 | AUM | $321,416,000 | $327,015,414 | increased by$5,599,414 |
| Apr 1, 2026 | Accounts | 307 | 305 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 102 | 112 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $255,314,825 | $321,416,000 | increased by$66,101,175 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 248 | 307 | increased by59 |
| Apr 1, 2022 | Clients | 95 | 102 | increased by7 |
| Apr 1, 2022 | AUM | $220,391,865 | $255,314,825 | increased by$34,922,960 |
| Apr 1, 2022 | Accounts | 231 | 248 | increased by17 |
| 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 “ARDENT CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARDENT CAPITAL” 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.