FORMIDABLE ASSET MANAGEMENT, LLC
CRD #167555 SEC #801-77975 CINCINNATI, OH 513-655-5566
SEC Registered Private Funds
Total AUM
$876M
Discretionary
$869.8M
Employees
20
Clients
10
Accounts
2,188
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $876M | $869.8M | $6.2M | 20 | 0 |
| Aug 2024 | $886.8M | $851.7M | $35.1M | 20 | 0 |
| Aug 2024 | $886.8M | $851.7M | $35.1M | 20 | 0 |
| Mar 2024 | $886.8M | $851.7M | $35.1M | 20 | 0 |
| Sep 2023 | $632M | $611.4M | $20.6M | 15 | 0 |
| Jul 2023 | $632M | $611.4M | $20.6M | 15 | 0 |
| Jun 2023 | $632M | $611.4M | $20.6M | 15 | 0 |
| Mar 2023 | $632M | $611.4M | $20.6M | 15 | 0 |
| Mar 2022 | $706.9M | $685.2M | $21.7M | 15 | 0 |
| Aug 2021 | $618.8M | $591.5M | $27.3M | 15 | 0 |
| Mar 2021 | $618.8M | $591.5M | $27.3M | 15 | 0 |
| Jun 2020 | $467.7M | $441.9M | $25.7M | 12 | 0 |
| Mar 2020 | $467.7M | $441.9M | $25.7M | 12 | 0 |
| Jun 2019 | $416.3M | $392.7M | $23.6M | 11 | 0 |
| Mar 2019 | $416.3M | $392.7M | $23.6M | 11 | 0 |
| Aug 2018 | $393.2M | $362.1M | $31.1M | 13 | 48 |
| Feb 2018 | $393.2M | $362.1M | $31.1M | 13 | 48 |
| Sep 2017 | $322.1M | $319.7M | $2.4M | 14 | 400 |
| Apr 2017 | $322.1M | $319.7M | $2.4M | 14 | 400 |
| Mar 2017 | $322.1M | $319.7M | $2.4M | 14 | 400 |
| Nov 2016 | $288M | $265.4M | $22.5M | 7 | 300 |
| Jul 2016 | $227.6M | $209.6M | $18M | 7 | 300 |
| May 2016 | $227.6M | $209.6M | $18M | 7 | 300 |
| Mar 2016 | $215.8M | $214.2M | $1.6M | 6 | 300 |
| Nov 2015 | $249.7M | $224.6M | $25.2M | 5 | 400 |
| Mar 2015 | $249.7M | $224.6M | $25.2M | 5 | 400 |
| Feb 2015 | $224.9M | $213.5M | $11.4M | 6 | 398 |
| Oct 2014 | $224.9M | $213.5M | $11.4M | 6 | 398 |
| Mar 2014 | $224.9M | $213.5M | $11.4M | 6 | 398 |
| Sep 2013 | $203.1M | $192.5M | $10.6M | 5 | 249 |
| Aug 2013 | $203.1M | $192.5M | $10.6M | 5 | 249 |
| Aug 2013 | $196.2M | $192.5M | $3.7M | 5 | 249 |
| Jul 2013 | $0 | $0 | $0 | 3 | 0 |
| Jul 2013 | $0 | $0 | $0 | 3 | 0 |
| Apr 2013 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$876M
Discretionary$869.8M
Non-Disc.$6.2M
Employees20
Clients0
DateAug 2024
Total AUM$886.8M
Discretionary$851.7M
Non-Disc.$35.1M
Employees20
Clients0
DateAug 2024
Total AUM$886.8M
Discretionary$851.7M
Non-Disc.$35.1M
Employees20
Clients0
DateMar 2024
Total AUM$886.8M
Discretionary$851.7M
Non-Disc.$35.1M
Employees20
Clients0
DateSep 2023
Total AUM$632M
Discretionary$611.4M
Non-Disc.$20.6M
Employees15
Clients0
DateJul 2023
Total AUM$632M
Discretionary$611.4M
Non-Disc.$20.6M
Employees15
Clients0
DateJun 2023
Total AUM$632M
Discretionary$611.4M
Non-Disc.$20.6M
Employees15
Clients0
DateMar 2023
Total AUM$632M
Discretionary$611.4M
Non-Disc.$20.6M
Employees15
Clients0
DateMar 2022
Total AUM$706.9M
Discretionary$685.2M
Non-Disc.$21.7M
Employees15
Clients0
DateAug 2021
Total AUM$618.8M
Discretionary$591.5M
Non-Disc.$27.3M
Employees15
Clients0
DateMar 2021
Total AUM$618.8M
Discretionary$591.5M
Non-Disc.$27.3M
Employees15
Clients0
DateJun 2020
Total AUM$467.7M
Discretionary$441.9M
Non-Disc.$25.7M
Employees12
Clients0
DateMar 2020
Total AUM$467.7M
Discretionary$441.9M
Non-Disc.$25.7M
Employees12
Clients0
DateJun 2019
Total AUM$416.3M
Discretionary$392.7M
Non-Disc.$23.6M
Employees11
Clients0
DateMar 2019
Total AUM$416.3M
Discretionary$392.7M
Non-Disc.$23.6M
Employees11
Clients0
DateAug 2018
Total AUM$393.2M
Discretionary$362.1M
Non-Disc.$31.1M
Employees13
Clients48
DateFeb 2018
Total AUM$393.2M
Discretionary$362.1M
Non-Disc.$31.1M
Employees13
Clients48
DateSep 2017
Total AUM$322.1M
Discretionary$319.7M
Non-Disc.$2.4M
Employees14
Clients400
DateApr 2017
Total AUM$322.1M
Discretionary$319.7M
Non-Disc.$2.4M
Employees14
Clients400
DateMar 2017
Total AUM$322.1M
Discretionary$319.7M
Non-Disc.$2.4M
Employees14
Clients400
DateNov 2016
Total AUM$288M
Discretionary$265.4M
Non-Disc.$22.5M
Employees7
Clients300
DateJul 2016
Total AUM$227.6M
Discretionary$209.6M
Non-Disc.$18M
Employees7
Clients300
DateMay 2016
Total AUM$227.6M
Discretionary$209.6M
Non-Disc.$18M
Employees7
Clients300
DateMar 2016
Total AUM$215.8M
Discretionary$214.2M
Non-Disc.$1.6M
Employees6
Clients300
DateNov 2015
Total AUM$249.7M
Discretionary$224.6M
Non-Disc.$25.2M
Employees5
Clients400
DateMar 2015
Total AUM$249.7M
Discretionary$224.6M
Non-Disc.$25.2M
Employees5
Clients400
DateFeb 2015
Total AUM$224.9M
Discretionary$213.5M
Non-Disc.$11.4M
Employees6
Clients398
DateOct 2014
Total AUM$224.9M
Discretionary$213.5M
Non-Disc.$11.4M
Employees6
Clients398
DateMar 2014
Total AUM$224.9M
Discretionary$213.5M
Non-Disc.$11.4M
Employees6
Clients398
DateSep 2013
Total AUM$203.1M
Discretionary$192.5M
Non-Disc.$10.6M
Employees5
Clients249
DateAug 2013
Total AUM$203.1M
Discretionary$192.5M
Non-Disc.$10.6M
Employees5
Clients249
DateAug 2013
Total AUM$196.2M
Discretionary$192.5M
Non-Disc.$3.7M
Employees5
Clients249
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0