Ardent Capital Management, Inc.
- Regulatory AUM
- $327M
- Discretionary
- $292M
- Clients
- 113
- Avg AUM / client
- $2.9M
- Accounts
- 305
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jul 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 43 | $18.2M | 5.58% |
| High net worth individuals | 63 | $280M | 85.7% |
| Pension and profit sharing plans | 5 | $27.1M | 8.3% |
| Charitable organizations | 2 | $1.3M | 0.41% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $1.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Acm Opportunity Fund Llc | Hedge Fund | Delaware | $1.5M | 5 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher James Donabedian | Principal, Chief Compliance Officer | CFA | Feb 2003 (23y) | 75% or more |
| Brian Gordon Wade | Managing Director | Jan 2017 (10y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $1.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Acm Opportunity Fund Llc | Hedge Fund | $1.5M | $50.0K | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- U.S. Bank $327M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗