RIA IntelAdvisersOhioCINCAP ASSET MANAGEMENT, LLC

CINCAP ASSET MANAGEMENT, LLC

Advisory

CINCINNATI, OH

Data as of Feb 20, 2026 · Source: SEC Form ADV

Average account
$9M
across 4 accounts
AUM per adviser
$17M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 20, 2026.

Total AUM
$34M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$34M
Discretionary AUM$34M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients4
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, OH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

TROYAN & ASSOCIATES, INC
CINCINNATI, OH
$34M
-22.2% 1Y
RANDY L. COPUS & ASSOCIATES LLC.
LAKEVIEW, OH
$34M
SILVERLEAF INVESTMENT GROUP, LLC
$34M
-94.4% 1Y
PIERCE FINANCIAL PLANNING, INC.
MANSFIELD, OH
$35M
+13.0% 1Y
SAMUELS FINANCIAL SERVICES, INC.
YOUNGSTOWN, OH
$34M
WAY STREET FINANCIAL, LLC
BRUNSWICK, OH
$34M

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