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Ardent Capital Management, Inc.

Updated today

Client assets under management

$298,548,421

Clients

106

59% high-net-worth

Advisors

2

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

53

Typical

Average account size

$2,816,495

About

Ardent Capital Management provides discretionary investment management to individuals, pension and profit-sharing plans, trusts, and business entities, managing separate accounts and advising on a broad set of securities including equities, fixed income, mutual funds, and options. The firm generally maintains a $3 million account minimum (with exceptions for IRAs or qualified plans) and oversees both discretionary accounts and a small number of non-discretionary accounts.

The firm’s investment process emphasizes fundamental research to evaluate company quality, capital strength, and competitive position, and portfolios are constructed to align with each client’s written objectives, risk tolerance, income and liquidity needs. Ardent uses a range of instruments—stocks, preferreds, bonds, mutual funds and ETFs—and incorporates derivatives (including covered calls, puts, and a derivative overlay on concentrated positions) as part of portfolio management where appropriate.

Notably, Ardent previously sponsored and managed a private fund (the ACM Opportunity Fund) but closed that fund effective October 31, 2025 and discloses it is no longer serving as the investment manager to that private fund. The firm’s use of derivatives in separately managed accounts and its prior role in pooled/private vehicles are atypical for peers of this size, and it states that it does not accept performance-based fee arrangements.

Client services

Portfolio management

Expertise

Options & derivatives strategies Concentrated stock management

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Fee options

Percentage

1.00% annually

Other

Account minimum: $3,000,000

Main office location

Ardent Capital Management, Inc.

7864 Camargo Rd, Suite 100

Cincinnati OH 45243, United States

Number of offices

1

Most active in

Florida · Kentucky · Louisiana · Ohio · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christopher D

CFA®, Series 63, Series 65

Milford, OH

Ardent Capital Management, Inc.

Christopher Donabedian is a financial advisor at Ardent Capital Management, Inc. with 23 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. His prior work includes long-term roles at Active, Inc., Adviser Dealer Services, Inc., Winston Advisors Inc., and Winston Financial Inc. Ardent Capital Management, Inc. provides discretionary investment management to individuals, pension and profit-sharing plans, trusts, and business entities, and serves as Investment Manager to a private pooled vehicle, the ACM Opportunity Fund LLC. The firm employs fundamental research to select securities and uses a range of instruments including equities, bonds, options, and derivatives, with a distinctive focus on managing a private fund that utilizes a performance allocation structure and opportunistic trading strategies.

Options & derivatives strategies Concentrated stock management
user avatar

Brian W

Series 63, Series 65

Cincinnati, OH

Ardent Capital Management, Inc.

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.

Options & derivatives strategies Concentrated stock management
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