SourcingSourcing

ARDENT CAPITAL MANAGEMENT, INC.

B51
CRD 108264·SEC 801-46523·CINCINNATI, OH
AUM
$327.0M
$100M-$500M
Est. Revenue
$3.3M
@ 1% on AUM
Est. EBITDA
$981K
@ 30% margin
Est. Deal Value
$7.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARDENT CAPITAL MANAGEMENT, INC.
CRD
108264
SEC file #
801-46523
EIN
311391443
DBA names
—

Economics

AUM
$327.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$174.9M → $327.0M▲ +87%
Client mix
Individuals High Net Worth63
Individuals Other43
Pension Profit Sharing Plans5
Charitable Organizations2

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
CINCINNATI OH
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
ardentcapitalmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DONABEDIAN, CHRISTOPHER, JAMES
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
DONABEDIAN, CHRISTOPHER, JAMES
WADE, BRIAN, GORDON
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ARDENTCAPITALMANAGEMENT.COM
Rdap Domain Creation Date
2017-05-16T16:00:19Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001888792
Edgar Registered
Yes
Edgar Filing Count
18
Edgar First Filing Date
2022-01-20
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001172661-26-001931

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
7864 CAMARGO RDSUITE 100CINCINNATI, OH 45243
Business
7864 CAMARGO RDSUITE 100CINCINNATI, OH 45243
Edgar EIN
311391443
Edgar Recent Filings
13F-HR2026-05-14 · 0001172661-26-001931
13F-HR2026-02-12 · 0001172661-26-000674
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-16T16:00:19Z
Rdap Domain Last Changed
2026-05-17T17:46:32Z
Rdap Nameservers
Ns15.domaincontrol.comNs16.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2510720
Trust Company Affiliate
No

People (2)

2
DONABEDIAN, CHRISTOPHER, JAMES
IAR · Direct Owner · 87.5%
2510720
WADE, BRIAN, GORDON
IAR · Executive Officer · 2.5%
2314108