SOUDERS FINANCIAL ADVISORS, LLC

CINCINNATI, Ohio·4 registered advisors·CRD# 296780
SEC# 801-1132636513-598-2400
01

Firm Overview

AUM
$890M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SOUDERS FINANCIAL ADVISORS, LLC

4 registered advisors
Brian Patrick Schweder
CINCINNATI, Ohio
Daniel Edward Souders
CINCINNATI, Ohio
Kenton Keller Pettit
CINCINNATI, Ohio
Ryan Pat Bonaventura
CINCINNATI, Ohio
05

Office Locations

CINCINNATI, Ohio
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. SOUDERS FINANCIAL ADVISORS, LLC (CRD# 296780) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.