Claim Profile
BW

Brian Gordon Wade

ARDENT CAPITAL MANAGEMENT, INC.·CINCINNATI, Ohio
Unclaimed Profile
7864 CAMARGO RD, CINCINNATI, OH 45243CRD# 2314108Firm CRD# 108264
01

About

Brian Gordon Wade is a registered financial advisor based in CINCINNATI, Ohio, affiliated with ARDENT CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
ARDENT CAPITAL MANAGEMENT, INC.
ARDENT CAPITAL MANAGEMENT, INC.
AUM
$294M
Regulatory assets under management
Employees
5
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2314108
Firm CRD# 108264
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CINCINNATI?

Browse all registered financial advisors in CINCINNATI, Ohio or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brian Gordon Wade offer?
Brian Gordon Wade specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Brian Gordon Wade's credentials?
Brian Gordon Wade is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Gordon Wade located?
Brian Gordon Wade is based in CINCINNATI, Ohio, working with ARDENT CAPITAL MANAGEMENT, INC.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Brian Gordon Wade charge for services?
Brian Gordon Wade's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARDENT CAPITAL MANAGEMENT, INC.?
ARDENT CAPITAL MANAGEMENT, INC. has approximately 5 employees and manages $294M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →