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- Custodian
- Fifth Third Bank ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- BeaconAlpha meridian
- Established Date
- 05-23-2011
- Office Locations
- 1
Office Locations
About Eukles Asset Management, LLC
Cincinnati-based Eukles Asset Management provides discretionary portfolio management for individuals, businesses, and institutional clients. The firm follows a long-term, Benjamin Graham-inspired value discipline, using a proprietary screening process to target high-quality companies with durable competitive advantages and buying only at attractive prices. Strategies are delivered in managed accounts and may use ETFs and investment-grade fixed income; supports custody via LPL Financial.
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Owner & Executives
BRIAN LAWRENCE LYSAGHT
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #5076230
- Ownership
- 25% but less than 50%
CASEY JAMES LYSAGHT
Managing Partner, Marketing Director, Wealth Manager
- CRD
- #5550906
- Ownership
- 25% but less than 50%
Wave eagle
Pioneer summit
- CRD
- #96130
- Ownership
- 21.3%
Showing 2 of 3 owners & executives
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STEVEN RANDOLPH JUNG
Vice President
- CRD
- #1440551
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $341,096,800 | $361,715 |
| Non-Discretionary | $0 | -- |
| Total | $341,096,800 | $361,715 |
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Separately Managed Accounts
Total SMA Asset: $341,096,800
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $361,053,980 | 10.1% |
| Corporate - Investment Grade | $1,076,012,356 | 30.1% |
| Public Funds | $925,871,097 | 25.9% |
| Cash | $865,099,635 | 24.2% |
| U.S. Government/Agency | $346,754,813 | 9.7% |
| Total | $3,574,791,881 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME GLACIER | PEAK VALUE | PCM3ZK2FX | YYLV | 3.23% | $14,576,791 |
| HORIZON ZENITH UNISON | FUSION ATLAS | NEQL1D82A | AYKN | 1.72% | $40,472,278 |
| OPTIMA DELTA | WAVE ALPHA | UOMKJ2JT2 | HRWO | 9.62% | $36,114,511 |
| CATALYST DELTA | BRIDGE LEGACY | 2M0770ERL | WXSEO | 2.76% | $22,732,944 |
| OAK NORTH FRONTIER | SIGNAL VITAL | MBBWX3TQY | CHAK | 3.12% | $98,492,543 |
| RADIAL PATHWAY CAPITAL | OAK ALPHA | 20RCET0CU | YHLL | 0.99% | $117,583,094 |
| LEGACY PIONEER | PIONEER LEGACY | P4DHSEWRE | LGD | 7.75% | $3,570,898 |
| MATRIX ATLAS FOCUS | DELTA ATLAS | 3H6829ZII | MLPZU | 10.76% | $99,584,725 |