A complete list of active advisors currently associated with Ardent Capital Management, Inc.

Warmer can help you find a great advisor at Ardent Capital Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Ardent Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.