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FORMIDABLE ASSET MANAGEMENT, LLC
CRD 167555File 801-77975
APPROVED
Retail clients
Custody
Filing as of Aug 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$903.0M
Above cohort median (national)
Discretionary AUM
$902.3M
Non-discretionary $731K
Clients
900
2,196 accounts
Employees
21
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 22, 2013
- Principal office
- 221 E. 4TH STREET, SUITE 2700, CINCINNATI, OH, 45202
- Phone
- 513-655-5566
- Website
- HTTP://FORMIDABLEAM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $903.0M
- Discretionary AUM
- $902.3M
- Non-discretionary AUM
- $731K
- Discretionary accounts
- 2,187
- Non-discretionary accounts
- 9
- Total accounts
- 2,196
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $2.1M |
| Investment companies | 2 | $39.8M |
| Charitable organizations | 5 | $1.8M |
| High net worth individuals | 203 | $626.1M |
| Pooled investment vehicles | 1 | $1.8M |
| Pension and profit sharing plans | 5 | $986K |
| Individuals (other than high net worth individuals) | 674 | $230.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for investment companies
- 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
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.