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- Custodian
- Merrill Lynch ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- BeaconCapital unison
- Established Date
- 05-01-2022
- Office Locations
- 2
Office Locations
About Gearhart & Associates
Gearhart & Associates is a Cincinnati-based advisory firm providing comprehensive financial planning and portfolio management. The team emphasizes integrity-driven, conservative investing aimed at reasonable returns with less risk, tax awareness, and competitive fees. Portfolios commonly use diversified public funds, including ETFs and mutual funds, and the practice reports relationships with custodians such as Raymond James.
Team overview
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Client Personas
Custodian
Investment Themes
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Services
Technology
Owner & Executives
KENTON KYLE GEARHART
Chief Investment Officer, President
- CRD
- #2544526
- Ownership
- 75% or more
ALEXANDRA EICHLER RICE
PARTNER, Vice President
- CRD
- #6219315
- Ownership
- 5% but less than 10%
Glacier vector
Bridge delta
- CRD
- #98342
- Ownership
- 15.1%
Showing 2 of 3 owners & executives
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SAMANTHA FLORIO
--
- CRD
- #7605253
Olivia Claire Thomason
Financial Advisor
- CRD
- #7951746
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $872,588,664 | $300,582 |
| Non-Discretionary | $0 | -- |
| Total | $872,588,664 | $300,582 |
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Separately Managed Accounts
Total SMA Asset: $872,588,664
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $790,954,581 | 12.8% |
| Equity - Exchange | $673,547,260 | 10.9% |
| Equity - OTC | $815,671,912 | 13.2% |
| Cash | $1,421,246,513 | 23.0% |
| Other | $2,477,912,398 | 40.1% |
| Total | $6,179,332,664 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX LEGACY | LEGACY CATALYST | ALKYE7SID | BTXO | 5.54% | $31,134,789 |
| OAK ELEMENT | CREST FRONTIER | 47EE2RJ1U | MKDJK | 8.28% | $76,642,163 |
| VALUE DELTA WAVE | VITAL WAVE | QXDHRBY4Y | DPTEA | 10.30% | $76,201,038 |
| OPTIMA VECTOR | INSIGHT UNISON | F44TMKGPH | VGBZU | 12.28% | $22,875,462 |
| RADIAL DELTA | EMBER WAVE | U8FADRJ9M | SLJ | 3.58% | $52,586,249 |
| CATALYST ATLAS | PRIME HARBOR | WSEN17I7R | JOY | 2.37% | $92,998,606 |
| ALPHA ALPHA | SUMMIT FUSION | 6KOAJRYDY | WSB | 12.24% | $35,395,030 |
| CAPITAL UNISON EMBER | ZENITH ZENITH | GBYM3NXFW | ARAPI | 6.03% | $42,690,317 |