FORMIDABLE ASSET MANAGEMENT, LLC
SEC RegisteredSophisticated investment and financial growth strategies tailored to you.
About the firm
Formidable Asset Management, LLC specializes in delivering personalized financial strategies tailored to each client's unique goals. Their comprehensive services include investment management, financial planning, and wealth preservation, all designed to help clients achieve long-term success. The firm provides an independent platform with personalized service and objective advice.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning, tax management, and insurance services, including active and adaptive portfolio management, proactive tax strategies, and personalized wealth preservation solutions.
Who they serve
Young professionals starting to invest, individuals in retirement planning, couples, and families at every life stage, as well as businesses.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 674 | $230M |
| High Net Worth Individuals | 203 | $626M |
| Pension/Profit Sharing Plans | 1 | $1.8M |
| Charitable Organizations | 5 | $986k |
| State/Municipal Entities | 5 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
15 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FORMIDABLE 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.