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Souders Financial Advisors, LLC

● SEC registered since 2018CRD 296780SEC# 801-113263Cincinnati, OH
Export (members)
Reg. AUM
$1.07B
Employees
19
Accounts
3,232
Location
Cincinnati, OH

Souders Financial Advisors, LLC assets under management

Souders Financial Advisors, LLC is an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 2018. It reports $1.1 billion in regulatory assets under management and employs 19 people.
www.linkedin.com/company/souders-financial-groupView on SEC.gov ↗

Souders Financial Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Brian Patrick Schweder ControlMember25-50%2018
Daniel Edward Souders ControlMember25-50%2018
Musa Bin Hasan Abdul-BasserChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Souders Financial Advisors, LLC manage?

Souders Financial Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Souders Financial Advisors, LLC have?

Souders Financial Advisors, LLC reports 19 employees.

Where is Souders Financial Advisors, LLC located?

Souders Financial Advisors, LLC is based in Cincinnati, OH and has been SEC-registered since 2018.

Does Souders Financial Advisors, LLC disclose fund performance?

Souders Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5968 Bridgetown Road, Cincinnati, OH 45248
Phone513-598-2400
Office hours8a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$801.9M
Non-discretionary$263.4M
Total (RAUM)$1.07B