Eukles Asset Management is an investment advisor in Cincinnati with $278.36 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
273932962
SEC advisor number
801-80915
FINRA CRD number
156649
AUM ?
$337.22 mm
(as of 20 Mar 24)
Accounts
874
(as of 20 Mar 24)
Employees
6
(6 investment advisory or research)
Address
Eukles Asset Management
425 WALNUT STREET
SUITE 2260
CINCINNATI
OH 45202
425 WALNUT STREET
SUITE 2260
CINCINNATI
OH 45202
Phone
513-977-4799
Brochures
- Part 2B: Brochure Supplement-jung, Steven (5 Feb 20)
- Part 2B: Brochure Supplement-lysaght, Brian (5 Feb 20)
- Part 2B Brochure Supplement: Morgan, Abby (5 Feb 20)
- Part 2B: Brochure Supplement-lysaght, Patrick (5 Feb 20)
- Part 2B: Brochure Supplement-lysaght, Casey (5 Feb 20)
- Part 2B: Brochure Supplement-lysaght, Timothy (5 Feb 20)
- Part 2A: Firm Brochure (21 Mar 23)
- Part 2A Appendix 1: Wrap Fee Program Brochure (21 Mar 23)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
28 Oct 21