CRD: 296780
Souders Financial Advisors, LLC
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-21-2018
- Office Locations
- 5
Office Locations
About Souders Financial Advisors, LLC
Souders Financial Group is an Ohio-based advisory firm serving individuals, families, and businesses since 1992. The team provides fiduciary investment management, financial and insurance planning, and corporate retirement plan services (401(k) and defined contribution plans). Portfolios are tailored and monitored over time, with an emphasis on advisor-led behavior coaching through volatile markets; custody relationships include Charles Schwab and AssetMark.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RYAN PAT BONAVENTURA
--
- CRD
- #5052230
- Ownership
- 25% but less than 50%
BRIAN PATRICK SCHWEDER
Financial Advisor, General Partner
- CRD
- #3063246
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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MATTHEW LUKE BERNING
Financial Advisor, General Partner
- CRD
- #6509848
RODNEY TRACEY FLANNERY
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- CRD
- #5591098
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,099,392,391 | $339,738 |
| Non-Discretionary | $309,859,565 | $815,420 |
| Total | $1,409,251,956 | $389,727 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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