Ardent Capital

Ardent Capital provides discretionary portfolio management for affluent individuals, corporations and trusts, overseeing investments held in clients’ brokerage and IRA accounts under a limited power of attorney. The firm focuses solely on investment management and does not take custody of client assets, leaving custodial relationships with the client-selected broker‑dealer.

The firm’s investment approach centers on asset allocation across large‑cap and small‑cap equities, international exposure, fixed income, ETFs, mutual funds and cash equivalents, with an emphasis on long‑term holdings and an explicit policy against margin trading and short sales. Investment decisions rely on third‑party research (including reports from Schwab, Morningstar, CFRA, Reuters and others), and accounts are reviewed at least quarterly with discretion to rebalance as market conditions dictate.

Notably, Ardent Capital’s client mix expressly includes corporate or business clients in addition to individual and trust accounts, a mix that is less common among peers in its category. The firm limits its services to portfolio management (does not offer broader financial planning or other advisory services), does not accept performance‑based fees, typically consolidates custody at a preferred broker‑dealer while using that custodian’s research, and recommends that clients retain proxy‑voting authority.