Managing Director · Cincinnati Asset Management Inc
Joshua M. Adams
CRD 7179574 · Named on Form ADV at one SEC-registered adviser
At a glance
Cincinnati Asset Management Inc, an SEC-registered wealth manager based in Cincinnati, OH with $2.5 billion in regulatory assets, lists Joshua M. Adams on its Form ADV as Managing Director, a control person.
Firms and roles
- Cincinnati Asset Management IncManaging DirectorWealth manager · Cincinnati, OH · $2.5B in regulatory assets
AtlasMembers
Joshua’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings (6)
- William S. SlonekerChairman & Managing Director, Cincinnati Asset Management Inc
- Randall S. HalePresident & Managing Director, Cincinnati Asset Management Inc
- Mary ComptonDirector, Cincinnati Asset Management Inc
- Richard J. GardnerManaging Director, Cincinnati Asset Management Inc
- Richard M. BalestraManaging Director, Cincinnati Asset Management Inc
1 more person named with Joshua on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joshua’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.