$34.3M Total AUM
$34.3M Disc. AUM
-- 3Y CAGR
2 Employees
4 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2020
- Office Locations
- 1
Office Locations
455 Delta AVE Suite 207 Cincinnati OH
About Cincap Asset Management
CINCaP Asset Management is a Cincinnati-based boutique providing discretionary asset management alongside financial planning, including tax, estate, and insurance planning. The firm emphasizes active asset allocation and risk management, with portfolios implemented primarily through ETF-based SMAs and custodied at RBC.
Team overview
-- AVG AGE
$17.2M AVG AUM / ADVISOR
$8.6M AVG AUM / CLIENT
4.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
Unlock to compare peer behavior around timber value.
Premium access reveals conviction themes in focus value.
Unlock to see real insight on eagle quantum timber.
Unlock to compare peer behavior around matrix crest.
Upgrade to reveal position-level detail across signal value.
Request access to benchmark trends tied to atlas vital.
Unlock to compare peer behavior around summit quantum.
Upgrade to reveal position-level detail across north peak.
Asset Classes
Harbor Vector Beacon
Custodian
Quantum
Investment Themes
Peak fusion Capital horizon Capital
Investment Vehicles
Bridge
Services
Capital Catalyst eagle Fusion Pioneer Wave horizon
Owner & Executives
F
FRED THOMAS OVERBECK
CHIEF OPERATING OFFICER
- CRD
- #4895534
- Ownership
- Less than 5%
(679) 461-1516
focus.optima@quantumcapital.com
in linkedin.com/in/harbor-glacier
ANDREW S WARNING
Chief Compliance Officer
- CRD
- #3211861
- Ownership
- Less than 5%
(384) 501-3973
insight.oak@fusioncapital.com
in linkedin.com/in/meridian-north
Showing 2 of 2 owners & executives
Unlock allContacts
J
JAMES RICHARD HARTKE II
Director of Institutional Sales, Partner
- CRD
- #4985368
(373) 310-2611
capital.prime@wavecapital.com
in linkedin.com/in/focus-quantum
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,302,859 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,302,859 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $34,302,859
Equity - Exchange:
37.3% Cash:
51.4% Public Funds:
11.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $994,234,186 | 37.3% |
| Cash | $1,370,070,702 | 51.4% |
| Public Funds | $301,202,314 | 11.3% |
| Total | $2,665,507,202 | 100.0% |