$35.0M Total AUM
$35.0M Disc. AUM
-- 3Y CAGR
1 Employees
77 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · JP Morgan · PNC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-26-2021
- Office Locations
- 1
Office Locations
-- Cincinnati OH
About TEN Talents Asset Management
Ten Talents Asset Management is a Cincinnati-based boutique RIA led by CIO/Advisor Marshall Smith, CFA (ex-J.P. Morgan Asset Management). The firm delivers fully customized, holistic financial planning—including taxes, insurance, and retirement—and manages long-term, cost-conscious portfolios using diversified, dynamically adjusted asset allocation with an emphasis on low-cost funds and ETFs.
Team overview
-- AVG AGE
$35.0M AVG AUM / ADVISOR
$455.0K AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
J
JOHN MARSHALL SMITH
Analyst, Chief Compliance Officer, Managing Member
- CRD
- #5924083
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,034,131 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,034,131 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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