FORMIDABLE ASSET MANAGEMENT, LLC

221 E. 4th Street
Suite 2700
Cincinnati, Ohio 45202
Tel: 513-655-5566

About FORMIDABLE ASSET MANAGEMENT, LLC

FORMIDABLE ASSET MANAGEMENT, LLC, formally registered with the SEC as FORMIDABLE ASSET MANAGEMENT, LLC. The firm was established in 04/22/2013. They have over 4 offices throughout the country.

FORMIDABLE ASSET MANAGEMENT, LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $886,834,074 assets under management, offering retirement planning & investment advisory services to 1064 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167555
SEC#	801-77975
Assets Managed by Firm	$886,834,074
No. of Clients	1064
No. of Advisors	20

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1064	$886,834,074
Individuals (other than high net worth individuals)	714	$608,500,124
High net worth individuals	244	$200,996,838
Pension and profit sharing plans	10	$2,346,516
Charitable organizations	5	$1,324,792
Corporations or other businesses	3	$1,420,116

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FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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