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Brian Gordon Wade

Ardent Capital Management, Inc.

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About Brian Gordon Wade

Brian Gordon Wade is an investment advisor representative with Ardent Capital Management, Inc. Brian is registered with the state of Ohio and Texas. Brian has been in the industry for over 25 years, working with various firms. Brian is also a co-founder of Omega Natural Enterpries, LLC., Salon Concepts, LLC., and The Cielo Group, Inc. Brian's current firm, Ardent Capital Management, Inc., is based in Cincinnati, Ohio.

Firm Information

Brian Wade is currently registered with Ardent Capital Management, Inc.. Ardent Capital Management, Inc. is an investment advisor registered with the SEC based in Cincinnati, OH. They manage approximately $294,049,471 in assets for clients including individuals, high-net-worth individuals, charities, corporations, pooled investment vehicles, and pension and profit-sharing plans. They offer portfolio management for businesses, individuals, and pooled investment vehicles.
Ardent Capital Management, Inc.

7864 CAMARGO RD

CINCINNATI, OH 45243

$294.05M

Assets Under Management

Not reported

Total Clients

2

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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Brian Wade’s Registration & Firm History

OH

11/27/2018 - Present

Ardent Capital Management, Inc. (CINCINNATI OH)

PA

02/09/2004 - 07/02/2007

FORTUNE FINANCIAL SERVICES, INC. (MONACA PA)

MD

09/27/2000 - 03/13/2002

RYDEX DISTRIBUTORS, INC. (ROCKVILLE MD)

WI

07/13/1999 - 08/10/2000

STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)

RI

01/25/1993 - 07/06/1999

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 02/06/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/26/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/27/1999

Series 24 - General Securities Principal Examination

BC

Issued 08/23/1993

Series 7 - General Securities Representative Examination

BC

Issued 01/19/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Gordon Wade.
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