1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2GEARHART & ASSOCIATES

Map pinCINCINNATI, OH
Phone513-985-3450
NotebookSEC #801-125856
Total AUM
$872.6M
Employees
7
Clients
2,903

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8044 MONTGOMERY ROAD
SUITE 450
CINCINNATI
OH 45236
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
513-985-3450

ReceiptFinancials

Total AUM
$872.6M
Accounts
2,903
Discretionary
$872.6M
Accounts
2,903
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
2,672
AUM
$99.9M
HNW Individual Clients
212
AUM
$743.7M
Pension/Profit Sharing Plan Clients
6
AUM
$10.7M
Corporation or Business Clients
13
AUM
$18.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CAFLGAILINKYMIMONCNYOHSCTNTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account