CRD: 167555
Formidable Asset Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · Morgan Stanley · Raymond James · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-22-2013
- Office Locations
- 4
Office Locations
About Formidable Asset Management, LLC
Formidable Asset Management runs actively managed ETFs focused on differentiated exposures: FORH, a liquid alternatives portfolio combining multiple strategies including tail hedging in a single ETF, and KONG, an active approach to mid- and large-cap equities. The firm serves retail and institutional channels and emphasizes portfolio construction and asset allocation for investors seeking active, risk-managed ETF solutions.
Reported data analysis
What the numbers show
Between March 26, 2025 and March 31, 2026, reported AUM increased 3.1%, from $876.0M to $903.0M.
Across 5 reported observations, AUM increased 27.8% between March 18, 2022 and March 31, 2026, from $706.9M to $903.0M.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 14 advisory representatives and 900 clients, or 64.3 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 4 reported office locations and 13 years in operation. The source data was last updated on August 14, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Formidable Asset Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WILLIAM BUSH BROWN III
Chief Executive Officer, Managing Member
- CRD
- #2382615
- Ownership
- 50% but less than 75%
JASON PHILIP WAINSCOTT
Chief Operating Officer, General Counsel
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Andrew Enzo Allwein
Jr. Portfolio Manager
- CRD
- #7778404
TIMOTHY M BEGLEY
Portfolio Manager
- CRD
- #5462815
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $902,305,562 | $412,577 |
| Non-Discretionary | $731,378 | $81,264 |
| Total | $903,036,940 | $411,219 |
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Separately Managed Accounts
SMA allocation detail is available
Formidable Asset Management, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Formidable Asset Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.