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- Custodian
- US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-17-1994
- Office Locations
- 2
Office Locations
About Ardent Capital Management, Inc.
Ardent Capital Management is an investment manager focused on fundamental equity analysis and active portfolio management, including high-dividend strategies, concentrated stock positions, and fixed income. Led by CEO and Portfolio Manager Christopher Donabedian, CFA, the firm serves primarily single- and multi-family offices and other long-term investors, with clients coming exclusively by referral. Ardent also advises on private deals such as OTC derivatives, real estate, private equity, and venture capital.
Reported data analysis
What the numbers show
Between March 28, 2025 and July 29, 2026, reported AUM increased 1.7%, from $321.4M to $327.0M.
Across 5 reported observations, AUM increased 28.1% between March 21, 2022 and July 29, 2026, from $255.3M to $327.0M.
Of the latest reported AUM, 89.4% is discretionary and 10.6% is non-discretionary.
The firm reports 2 advisory representatives and 113 clients, or 56.5 clients per representative. That equates to $2.9M in reported AUM per client.
The profile lists 2 reported office locations and 32 years in operation. The source data was last updated on July 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Ardent Capital Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER JAMES DONABEDIAN
Chief Compliance Officer, Portfolio Manager, PRINCIPAL
- CRD
- #2510720
- Ownership
- 75% or more
BRIAN GORDON WADE
Managing Director
- CRD
- #2314108
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $292,229,238 | $961,280 |
| Non-Discretionary | $34,786,176 | $34,786,176 |
| Total | $327,015,414 | $1,072,182 |
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Separately Managed Accounts
SMA allocation detail is available
Ardent Capital Management, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Ardent Capital Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.