Christopher
Donabedian

Ardent Capital Management, Inc

CRD#2510720
Investment Advisor
in Milford, OH

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About this Advisor

Christopher Donabedian is a chartered financial analyst based in Milford, Ohio with a total of 20 years of industry experience. Donabedian currently works for Ardent Capital Management, Inc. Their career trajectory has included roles at Winston Advisors Inc, Winston Financial Inc, Adviser Dealer Services, Inc and Active, Inc. Donabedian maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Ohio and Texas. Ardent Capital Management, Inc is a firm that has its headquarters in Cincinnati, OH. It administers $234 million in assets between its 268 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm serves two charities and foundations. Of its 268 accounts, 50% belong to high-net-worth individuals who have at least $1 million in investable assets. Ardent Capital Management, Inc has a set of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees charged by Ardent Capital Management, Inc can include any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

20 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

200 Technecenter Dr. Suite 200
Milford, OH 45150

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Ardent Capital Management, Inc Brokerage Details

Total Assets Under Management

$234,179,830

OH Average: $2,106,341,625
Total Number of Employees

5

OH Average: 34
Total Number of Accounts

268

OH Average: 1,972
Average Account Size

$873,805

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Christopher Donabedian Work History

Christopher has been registered as a financial advisor for 20 years.*

1996 - Present (28 years)

Active, Inc

1993 - Present (31 years)

Winston Advisors Inc

1993 - Present (31 years)

Adviser Dealer Services, Inc

1992 - Present (32 years)

Winston Financial Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Donabedian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ardent Capital Management, Inc

Brian Wade
Cincinnati, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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