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FORMIDABLE ASSET MANAGEMENT, LLC

CINCINNATI, OH · CRD 167555 · IAPD ↗ · formidableam.com · 513-655-5566

$903.0MRegulatory AUM
14Advisory reps
21Employees
0Clients
1-10Planning clients
1Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — FORMIDABLE ASSET MANAGEMENT, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2026 — FORMIDABLE ASSET MANAGEMENT, LLC notice-filed in KS, LA, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
September 2024 — FORMIDABLE ASSET MANAGEMENT, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2024 — FORMIDABLE ASSET MANAGEMENT, LLC reported RAUM up 40% ($632.0M -> $886.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2024 — FORMIDABLE ASSET MANAGEMENT, LLC grew from 8 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.