EUKLES ASSET MANAGEMENT, LLC
SEC RegisteredAn Approach Designed for Long Term Success
About the firm
Eukles Asset Management is an independent registered investment advisor located in Cincinnati, Ohio, founded in 2011. It is a discretionary asset management firm that identifies investment opportunities using a relative value strategy with a goal of providing superior performance over the long run. The firm applies its strategy through multiple portfolio products for individual and institutional clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Discretionary portfolio management services offered through four products: All-Cap Core Equity (value strategy, 30–50 stocks), Large Cap Core (40–60 stocks, market cap over $10 billion), Mid-Cap Core (40–50 stocks, market cap $3–$10 billion), and Small-Cap Value (20–30 stocks, market cap primarily under $3 billion).
Who they serve
Individual investors and institutional clients (companies) in need of professional asset management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 452 | $220M |
| High Net Worth Individuals | 18 | $109M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 1 | $644k |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EUKLES ASSET MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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