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FORMIDABLE ASSET MANAGEMENT, LLC
CRD 167555 · SEC 801-77975
221 E. 4TH STREET, SUITE 2700, CINCINNATI, OH, 45202, United States
Phone
513-655-5566
Fax
513-655-5567
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$903.0M
Discretionary AUM
$902.3M
Team
21 total employees; 14 advisory reps
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 674 | $230.4M |
| High net worth individuals | 203 | $626.1M |
| Investment companies | 2 | $39.8M |
| Pooled investment vehicles | 1 | $1.8M |
| Pension/profit sharing plans | 5 | $986K |
| Charitable organizations | 5 | $1.8M |
| Corporations/business entities | 10 | $2.1M |
States served
AZ, CA, CO, DE, GA, IL, IN, KS, KY, LA, MA, NY, NC, OH, OR, PA, SC, TN, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD