Ten Talents Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$35,034,131
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
76
18% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
76
Average account size
$460,975
About
Ten Talents Asset Management provides discretionary portfolio management and financial planning to individuals as well as to charitable organizations and corporate or institutional clients, managing about $35.0 million across roughly 76 client accounts. The firm also may recommend third‑party money managers or sub‑advisers to implement portions of client mandates.
The firm generally operates under client‑granted discretionary authority and states clients may not impose restrictions on specific securities or types of investments; its process draws on techniques such as fundamental, technical, cyclical analysis and modern portfolio theory to tailor allocations. The brochure discloses the use of a wide range of instruments — including options, futures and other derivatives — and the use of borrowing/margin in separately managed accounts, practices the firm notes and that are uncommon among peers.
Noteworthy among peers, the adviser serves charitable organizations and some institutional accounts in addition to individual clients, while maintaining a relatively modest asset base, and its principal holds professional credentials and prior institutional experience described in the firm supplement. The firm also offers rollover guidance and coordinates custody and trade execution through an institutional custody platform, and may include third‑party managers where appropriate.
Client services
Financial planning
Portfolio management
Expertise
Equity compensation tax strategy
Options & derivatives strategies
Concentrated stock management
Private / alternative investments
Real estate investing
Occupation focus
Founder/Business Owner
Fee options
0.65% annually
Account minimum: $100,000
Main office location
Ten Talents Asset Management
Cincinnati OH, United States
Number of offices
1
Most active in
Ten Talents Asset Management has reported serving >5 clients in these states in the last 12 months.
Kentucky · Ohio · Texas
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.
Forms ADV
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