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Cincinnati Asset Management INC

Cincinnati Asset Management INC. CRD 104946

Cincinnati Asset Management INC logo

CRD: 104946

Cincinnati Asset Management INC

Cincinnati, OH, 45249
5135548500
www.cambonds.com
$2.5B Total AUM
$2.5B Disc. AUM
-- 3Y CAGR
15 Employees
6,033 ADV. Clients
37 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Morgan Stanley
Clients
Retail and Institutional
Platforms
Matrix
Established Date
03-01-1989
Office Locations
2

Office Locations

4350 Glendale-Milford RD Suite 160 Cincinnati OH
8845 Governor's Hill Drive Suite 230 Cincinnati OH

About Cincinnati Asset Management INC

Cincinnati Asset Management is an employee-owned, SEC-registered boutique fixed-income manager (est. 1989) focused on U.S. corporate bonds. It serves individuals and institutions with tailored portfolios across investment-grade and high-yield credit, emphasizing preservation of capital, diversification, and income. The team uses conservative bottom-up value credit research, a defensive maturity structure, and avoids interest-rate calls, and publishes regular market insights.

Team overview

-- AVG AGE
$316.4M AVG AUM / ADVISOR
$419.6K AVG AUM / CLIENT
22.4 yrs AVG TENURE
15 Employees
8 Advisory Reps
0 RIA Reps
37yrs Firm Age

Insights

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Asset Classes

Wave legacy Element Vertex element Timber Vector atlas

Custodian

Legacy Ridge Pathway Bridge Ember Zenith momentum Vertex glacier Optima focus Quantum Insight Pathway Oak horizon Pioneer alpha

Fund Managers

Glacier

Investment Themes

Focus Atlas frontier Atlas Meridian focus

Investment Vehicles

Foundation

Platform

Foundation radial

Services

Radial Pathway frontier Summit Harbor Vertex

Technology

Vertex

Owner & Executives

M

MARY COMPTON

DIRECTOR, Senior Research Analyst

CRD
--
Ownership
25% but less than 50%
(656) 696-3630
ember.unison@vertexcapital.com
in linkedin.com/in/meridian-vector
W

WILLIAM SAUER SLONEKER

Chairman, MANAGING DIRECTOR, Portfolio Manager

CRD
#2435960
Ownership
25% but less than 50%
(346) 771-3902
legacy.matrix@elementcapital.com
in linkedin.com/in/bridge-value
U

Unison prime

Frontier zenith foundation

CRD
#48529
Ownership
46.5%
(558) 634-7647
oak.vital@vertexcapital.com
in linkedin.com/in/oak-vector

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-24-2022
10-06-2023
03-25-2024
03-19-2025
03-19-2026
Category Assets AVG. Account size
Discretionary $2,531,546,094 $419,616
Non-Discretionary $0 --
Total $2,531,546,094 $419,616

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Separately Managed Accounts

Total SMA Asset: $2,531,546,094

$2.5B Total SMA
Corporate - Investment Grade:
49.6%
Corporate - Non-Investment Grade:
22.5%
Cash:
27.9%
Asset class Assets Assets %
Corporate - Investment Grade $2,078,467,899 49.6%
Corporate - Non-Investment Grade $942,853,381 22.5%
Cash $1,169,138,193 27.9%
Total $4,190,459,473 100.0%

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