A complete list of active advisors currently associated with Eukles Asset Management, LLC

Warmer can help you find a great advisor at Eukles Asset Management, LLC or one who fits your needs even better.

Eukles Asset Management provides discretionary model portfolio management and related advisory services to a broad set of clients, including individuals, trusts, estates, charitable organizations, pension and profit‑sharing plans, corporations and other business entities. The firm manages accounts through its Eukles Asset Management Strategic Wealth Management Wrap Fee Program and also offers non-wrap portfolio management, providing advice on stocks, bonds, ETFs and options. The firm’s investment process centers on model asset allocation and fundamental analysis, selecting model portfolios to match clients’ stated objectives and tax considerations and maintaining ongoing suitability reviews (quarterly reminders and at least annual contact). Eukles uses ETFs and individual securities and employs options strategies—including covered calls, spreads and selling out‑of‑the‑money puts—for hedging and income generation, while noting it does not charge performance‑based fees. Eukles’ brochure discloses several business relationships and client types that are uncommon among similar team firms: it lists institutional relationships such as sovereign wealth funds, banks or thrift institutions, insurance companies, other investment adviser clients, and state or municipal government clients. The firm also discloses affiliations with LPL Financial—several management persons are separately licensed representatives and the firm directs wrap program brokerage to LPL—which it notes as part of its supervisory and potential conflict‑of‑interest disclosures.

To learn more about the advisors currently working at Eukles Asset Management, LLC, 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.