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David Christopher Nanney

Formidable Asset Management, LLC

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About David Christopher Nanney

David Christopher Nanney is a registered investment advisor representative with Formidable Asset Management, LLC. David holds the Personal Financial Specialist designation and has been working in the financial services industry since November 2007. David is also a partner in Retriever Valet Trash Services, LLC. David is registered in Ohio and Tennessee. Formidable Asset Management, LLC is a registered investment adviser with the SEC. The firm has offices in Cincinnati, Ohio and Memphis, Tennessee. Formidable Asset Management, LLC manages assets for a variety of client types, including high-net-worth individuals, individuals other than high-net-worth, investment companies, pooled investment vehicles, corporations or other businesses, and charitable organizations. The firm provides financial planning, portfolio management, and pension consulting services.

Firm Information

David Nanney is currently registered with Formidable Asset Management, LLC. 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.

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David Nanney’s Registration & Firm History

TN

08/21/2024 - Present

Formidable Asset Management, LLC (Memphis TN)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Christopher Nanney.
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