Cinfin Capital Management is a large advisory firm based in Fairfield. It manages $667.15 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.
Cinfin Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cinfin Capital Management is $667.15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cinfin Capital Management for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Larry Russell Webb has been acting as President since 1 Apr 1998. Stephen Richard Fogle joined the executive team most recently as the Compliance Officer.
The principal office where Cinfin Capital Management performs its advisory services is located at 6200 South Gilmore Road, Fairfield, OH 45014, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 513-870-2635 or by fax 513-603-5105. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.cinfin.com.