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EUKLES ASSET MANAGEMENT, LLC
CRD 156649File 801-80915
APPROVED
Retail clients
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$341.1M
Below cohort median (national)
Discretionary AUM
$341.1M
Clients
473
943 accounts
Employees
5
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 30, 2015
- Principal office
- 425 WALNUT STREET, SUITE 2260, CINCINNATI, OH, 45202
- Phone
- 513-977-4799
- Website
- HTTP://WWW.EUKLESAM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $341.1M
- Discretionary AUM
- $341.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 943
- Non-discretionary accounts
- 0
- Total accounts
- 943
- AUM per client
- $721K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $10.7M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 18 | $109.4M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $644K |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 452 | $220.3M |
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.