FORMIDABLE ASSET MANAGEMENT, LLC

CINCINNATI, Ohio·5 registered advisors·CRD# 167555
SEC# 801-779753513-655-5566
01

Firm Overview

AUM
$887M
Regulatory assets under management
Employees
20
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at FORMIDABLE ASSET MANAGEMENT, LLC

5 registered advisors
Benjamin Mcburney Blemker
CINCINNATI, Ohio
Jason Philip Wainscott
CINCINNATI, Ohio
Jennifer Lynn Pracht
CINCINNATI, Ohio
John Howard Kopeck
CINCINNATI, Ohio
William Bush Brown
CINCINNATI, Ohio
05

Office Locations

CINCINNATI, Ohio
5 advisors

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Data sourced from SEC Form ADV filings. FORMIDABLE ASSET MANAGEMENT, LLC (CRD# 167555) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.