AdFi
EA

Eukles Asset Management, LLC

SEC Registered

An Approach Designed for Long Term Success

Assets Under Management
$100M–$500M
Year Founded
2011
Office Locations
1 office
Total Accounts
943

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.

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Areas of expertise

Discretionary Portfolio ManagementValue InvestingAll-cap EquityLarge CapMid-capSmall-capLong-term InvestingIntrinsic Value AnalysisEconomic MoatRegistered Investment Advisor

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.

Leadership

Brian Lawrence Lysaght
CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER
Steven Randolf Jung
MEMBER
Patrick Christopher Lysaght
MANAGING PARTNER
Casey James Lysaght
MANAGING PARTNER

Office locations

1 office in 1 state
OH
CincinnatiHQ

Advisors at this firm

4 advisors in the directory

Regulatory & compliance

CRD number
#156649
SEC Number
801-80915
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM

Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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