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Cincinnati Analysts, Inc. (Cincinnati)


Cincinnati Analysts, Inc. is a large advisory firm based in Cincinnati. It manages $2.08 billion of regulatory assets for 8,136 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Alabama, Alaska, Arkansas, and 39 other states.

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Cincinnati Analysts provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cincinnati Analysts: assets under management

The assets under management (AUM) of Cincinnati Analysts, Inc. is $2.08 billion. The company doesn't manage any assets belonging to foreign clients.


The firm manages $800 million in discretionary accounts and $1.28 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $278.45 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $243.21 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cincinnati Analysts, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Western & Southern Life Insurance Company Shareholder 1 May 1992 75% - 100% 31-0487145
Inc Western And Southern Financial Group Parent 1 Sep 2000 75% - 100% 31-1732404
Western & Southern Mutual Holding Company Parent 1 Sep 2000 75% - 100% 31-1732405

Based in Cincinnati

The principal office where Cincinnati Analysts, Inc. performs its advisory services is located at 303 Broadway, Cincinnati, OH 45202, which is also the mailing address of the firm. An additional office of the firm is in Quincy, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-362-8477 or by fax 513-362-8317. The normal business hours are 9:00am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.capitalanalysts.com.


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