Ardent Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$298,548,421
Clients
106
Advisors
2
of 5 employees
About
Ardent Capital Management provides discretionary investment management to individuals, pension and profit‑sharing plans, trusts, and business entities, and also manages a small number of non‑discretionary accounts. The firm notes a typical account minimum of $3,000,000 (waivable in some cases) and offers rollover advice for retirement accounts under fiduciary standards.
The firm’s investment process is driven by fundamental research to assess company quality and capital strength, and portfolios may include equities, fixed income, mutual funds, options, warrants and other securities. Ardent discloses the use of derivative strategies — including a derivative overlay on a concentrated, non‑discretionary account — and documents trade aggregation practices while seeking best execution without relying on broker research or soft dollars.
Compared with many peers, Ardent’s brochure highlights that it may invest client assets in private funds and other pooled investment vehicles and describes the attendant liquidity, valuation and conflict considerations. The firm also discloses a compact advisory team (two advisors managing over $300 million), states it does not accept performance‑based fees, and notes it does not vote client proxies, which are sent directly to clients.
Client services
Expertise
Fee options
1.00% annually, subject to negotiation
Account minimum: $3,000,000.00
Main office
7864 Camargo Rd, Suite 100
Cincinnati OH 45243
Advisors at this office
2
Most active in
Florida · Kentucky · Louisiana · Ohio · Texas
Also doing business as
Ardent Capital Management, Inc. · Winston Advisors Inc · Winston Investment Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Christopher D
CFA®, Series 63, Series 65
Cincinnati, OH
Ardent Capital Management, Inc.
Christopher Donabedian is a CFA® charterholder with 23 years of industry experience and has been with Ardent Capital Management, Inc. since 1993. He holds Series 63 and Series 65 licenses and is based in Cincinnati, OH. Ardent Capital Management provides discretionary investment management to individuals, pension and profit-sharing plans, trusts, and business entities, with portfolios constructed using fundamental research and a range of securities including equities, fixed income, and derivatives. The firm manages over $300 million with a compact team and offers rollover advice under fiduciary standards.
Brian W
Series 63, Series 65
Cincinnati, OH
Ardent Capital Management, Inc.
Brian Wade is a financial advisor at Ardent Capital Management, Inc. in Cincinnati, Ohio, with nine years of industry experience. He holds the Series 63 and Series 65 designations and has been with Winston Investment Management since 2017. Outside of finance, Wade co-founded Omega Natural Enterprises, a company that sells supplements for equine, pet, and human use, where he serves on the board of directors. Ardent Capital Management provides discretionary investment management services to individuals, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is based on fundamental research, and portfolios may include a variety of securities such as equities, fixed income, and derivatives.
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