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Ardent Capital Management, Inc.

Ardent Capital Management, Inc.. CRD 108264

A

CRD: 108264

Ardent Capital Management, Inc.

$327.0M Total AUM
$292.2M Disc. AUM
-- 3Y CAGR
5 Employees
113 ADV. Clients
32 yrs Firm Age

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Firm Details

Custodian
US Bank
Clients
Retail and Institutional
Platforms
Available
Established Date
05-17-1994
Office Locations
2

Office Locations

200 Technecenter Dr. Suite 200 Milford OH
7864 Camargo RD Suite 100 Cincinnati OH

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.

Team overview

54 AVG AGE
$163.5M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
16.4 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
32yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
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Asset Classes

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

C

CHRISTOPHER JAMES DONABEDIAN

Chief Compliance Officer, Portfolio Manager, PRINCIPAL

CRD
#2510720
Ownership
75% or more
Available
Available
Available
BRIAN GORDON WADE

BRIAN GORDON WADE

Managing Director

CRD
#2314108
Ownership
Less than 5%
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-21-2022
08-28-2023
09-26-2024
03-28-2025
03-09-2026
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

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
Public Funds:
Available
Corporate - Investment Grade:
Available
U.S. Government/Agency:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Public Funds Available Available
Corporate - Investment Grade Available Available
U.S. Government/Agency Available Available
Total Available Available

13F Holdings | Q2 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available
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Available Available Available Available Available Available

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