Advisor at Ardent Capital Management, Inc.
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Firm
Ardent Capital Management, Inc.
Location
Cincinnati, OH 45243
Credentials
Series 63, Series 65
Industry experience
9 years
Brian Wade is a financial advisor with Ardent Capital Management, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at Winston Investment Management, Inc. since 2017 and previously at Clarke Power Generation, Inc. Wade is also involved in several entrepreneurial ventures, including co-founding Omega Natural Enterprises, LLC, which sells equine, pet, and human supplements. Ardent Capital Management, Inc. provides discretionary investment management services to individuals, pension and profit-sharing plans, trusts, and business entities, and manages a private pooled vehicle for accredited investors. The firm employs fundamental research to select securities and offers portfolios that may include equities, bonds, options, and mutual funds, with a distinctive focus on a private fund that uses a performance allocation structure and derivative strategies.
Based on Ardent Capital Management, Inc.
1.00% annually
Account minimum: $3,000,000
7864 Camargo Rd, Suite 100
Cincinnati, OH 45243
Ohio · Texas
Winston Investment Management, Inc.
2017 - Present (9 years)
Clarke Power Generation, Inc.
2014 - 2016 (2 years)
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Other specialized services
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