Cincinnati Asset Management Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,531,546,094
This total excludes 420 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
5,613
100% high-net worth
Total advisors
1
of 15 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
5,613
Average account size
$451,015
About
Cincinnati Asset Management is a fee-only investment manager that provides discretionary fixed‑income portfolio management on a percentage‑of‑assets basis to a broad set of clients, including individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, small businesses, insurance companies and mutual funds. The firm offers a range of bond‑focused strategies (investment grade, high yield, enhanced high yield, short duration, broad market and combined approaches) delivered as separate portfolios and through third‑party wrap programs.
CAM’s investment process centers on fundamental corporate credit research and a capital‑preservation orientation, constructing diversified portfolios of corporate and hybrid fixed‑income securities with targeted durations and industry concentration limits that vary by strategy. Accounts are managed on a discretionary basis, trades are typically executed on an institutional or electronic basis (including MarketAxess), and the firm notes deliberate implementation and liquidation timelines to achieve execution and pricing objectives.
What is distinctive about CAM is its operational footprint and client mix: the brochure reports roughly $2.53 billion in assets under management across about 6,000 client accounts—an unusually high client‑to‑advisor ratio for this manager category. The firm also commonly acts as a wrap program sub‑advisor (receiving a portion of sponsor fees) and serves an atypically broad set of institutional and non‑institutional clients for a primarily fixed‑income manager, including insurance companies, state and municipal governments, charitable organizations, pension plans, corporations and high‑net‑worth individuals.
Client services
Portfolio management
Expertise
Active portfolio management
ESG / Sustainable investing
Occupation focus
Founder/Business Owner
Retired
Fee options
$100,000 - $1,000,000: 0.45% (High Yield Corporate Bond Strategy) $1,000,000 - $5,000,000: 0.40% (High Yield Corporate Bond Strategy) $500,000 - $1,000,000: 0.60% (High Yield Enhanced Strategy) $1,000,000 - $5,000,000: 0.55% (High Yield Enhanced Strategy) $5,000,000 - $10,000,000: 0.50% (High Yield Enhanced Strategy) $100,000 - $1,000,000: 0.30% (Investment Grade Corporate Bond Strategy) $1,000,000 - $10,000,000: 0.275% (Investment Grade Corporate Bond Strategy) $10,000,000 - $25,000,000: 0.20% (Investment Grade Corporate Bond Strategy) $300,000 - $500,000: 0.45% (Broad Market Corporate Bond Strategy) $500,000 - $1,000,000: 0.45% (Broad Market Corporate Bond Strategy) $1,000,000 - $5,000,000: 0.40% (Broad Market Corporate Bond Strategy) $5,000,000 - $10,000,000: 0.35% (Broad Market Corporate Bond Strategy) $250,000 - $500,000: 0.30% (Short Duration Strategy) $500,000 - $1,000,000: 0.30% (Short Duration Strategy) $1,000,000 - $5,000,000: 0.27% (Short Duration Strategy) $5,000,000 - $10,000,000: 0.24% (Short Duration Strategy) $250,000 - $1,000,000: 0.40% (Short Duration High Yield Only Strategy) $1,000,000 - $5,000,000: 0.375% (Short Duration High Yield Only Strategy) $5,000,000 - $10,000,000: 0.35% (Short Duration High Yield Only Strategy) $100,000 - $1,000,000: 0.25% (Short Duration Investment Grade Strategy) $1,000,000 - $10,000,000: 0.20% (Short Duration Investment Grade Strategy) $200,000 - $1,000,000: 0.25% (Short Duration Investment Grade Industrial Only Strategy) $1,000,000 - $10,000,000: 0.20% (Short Duration Investment Grade Industrial Only Strategy)
Account minimum: $100,000 (varies by strategy, with minimums ranging from $100,000 to $500,000 depending on strategy; minimums may be waived) Minimum fee: Minimum annual fees of up to $1,000 depending on account type Fee-only: Firm is strictly fee-only; no commissions accepted.
Main office location
Cincinnati Asset Management Inc
8845 Governor's Hill Drive, Suite 230
Cincinnati OH 45249-3317, United States
Number of offices
1
Most active in
Cincinnati Asset Management Inc has reported serving >5 clients in these states in the last 12 months.
Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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