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Formidable Asset Management, LLC

Headquartered in CINCINNATI, OH

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Firm Information

Formidable Asset Management, LLC is an investment advisor registered with the SEC. Located in Cincinnati, Ohio, the firm manages approximately $886.8 million in assets for individuals, high net worth individuals, corporations, charitable organizations, investment companies, pension and profit-sharing plans, and pooled investment vehicles. The firm offers financial planning and portfolio management services.

Formidable Asset Management, LLC

221 E. 4TH STREET

CINCINNATI, OH 45202

$886.83M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (5)

FORMIDABLE ASSET MANAGEMENT, LLC has a total of 5 branch locations across the country.
location

CINCINNATI, OH

location

Vero Beach, FL

location

Cincinnati, OH

location

Memphis, TN

location

Brentwood, TN

Advisors at Formidable Asset Management, LLC

View All 13 Advisors
Unclaimed
Henry Platt Brightwell

RA

Cincinnati, OH

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Tracy Lynn Germano

RA

CINCINNATI, OH

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Andrew Enzo Allwein

RA

CINCINNATI, OH

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Unclaimed
Timothy M Begley

CFP®, RA

CINCINNATI, OH

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Unclaimed
Adam Thomas Eagleston

CFA®, RA

CINCINNATI, OH

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David Brian Henning

CFP®, RA

Cincinnati, OH

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Unclaimed
William Bush Brown

RA

CINCINNATI, OH

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Unclaimed
Michael Paul Massey

RA

Vero Beach, FL

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Disclosures

There are no public disclosures for Formidable Asset Management, LLC.

Frequently Asked Questions (9)

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