SOUDERS FINANCIAL ADVISORS, LLC

CRD 296780File 801-113263

APPROVED

Retail clients

Filing as of Jul 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.41B

Above cohort median (national)

Discretionary AUM

$1.10B

Non-discretionary $309.9M

Clients

1,351

3,616 accounts

Employees

Top 25% of cohort in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: May 21, 2018
Principal office: 5968 BRIDGETOWN ROAD, CINCINNATI, OH, 45248
Phone: 513-598-2400
Website: http://www.bonaventurawealth.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.41B
Discretionary AUM: $1.10B
Non-discretionary AUM: $309.9M
Discretionary accounts: 3,236
Non-discretionary accounts: 380
Total accounts: 3,616
AUM per client: $1.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.1M
Charitable organizations	Fewer than 5	$7.3M
High net worth individuals	231	$697.1M
Pension and profit sharing plans	70	$260.2M
Individuals (other than high net worth individuals)	1,044	$443.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
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 11

This 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.