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SOUDERS FINANCIAL ADVISORS, LLC
CRD 296780 · SEC 801-113263
5968 BRIDGETOWN ROAD, CINCINNATI, OH, 45248, United States
Phone
513-598-2400
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.41B
Discretionary AUM
$1.10B
Team
21 total employees; 14 advisory reps; 53 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1044 | $443.5M |
| High net worth individuals | 231 | $697.1M |
| Pension/profit sharing plans | 70 | $260.2M |
| Charitable organizations | 3 | $7.3M |
| Corporations/business entities | 3 | $1.1M |
States served
CA, CO, GA, IL, IN, KY, MI, NC, OH, SC, VA, WI, TX, FL
All web addresses on file
- https://www.linkedin.com/company/souders-financial-group/
- https://www.facebook.com/SoudersFinancialGroup
- https://www.facebook.com/people/Bonaventura-Wealth-Advisors/100093612270907/
- http://www.bonaventurawealth.com/
- https://www.scagreatlakes.com/
- https://www.cpwealthadvisors.com/
- https://www.facebook.com/ClearPoint-Wealth-Advisors-104940821355195
- HTTP://WWW.SOUDERSFINANCIAL.COM/
- https://www.scaohio.com/
Official SEC filing: View on IAPD