Gearhart & Associates

Gearhart & Associates (CRD# 321832) is a financial advisory firm headquartered in Cincinnati, OH. They manage $638,216,495 in 1,751 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
9301 Montgomery Road, Suite 2a, Cincinnati, OH 45242
https://gearhart-assoc.com/
By the Numbers
  • Total Assets Under Management
    638
    MILLION
  • Total Number of Accounts
    1,751
    ACCOUNTS
  • Average Account Value
    $364,487
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, IN, KY, MI, NC, OH, TN, TX

Financial Advisors at Gearhart & Associates
Showing 1 - 3 of 3 top financial advisors.
1
Shadia Bucciarelli, financial advisor Cincinnati OH
Shadia G. Bucciarelli
CRD#: 6045402
9301 Montgomery Road, Suite 2a, Cincinnati, OH 45242

Shadia Bucciarelli (CRD# 6045402) is an Investment Advisor Representative working at Gearhart & Associates in Cincinnati, OH and has over 11 years of experience in the finance industry.

2
Kenton Gearhart, financial advisor Cincinnati OH
Kenton K. Gearhart
CRD#: 2544526
9301 Montgomery Road, Suite 2a, Cincinnati, OH 45242

Kenton Gearhart (CRD# 2544526) is an Investment Advisor Representative working at Gearhart & Associates in Cincinnati, OH and has over 29 years of experience in the finance industry.

3
Kendall Harden, financial advisor Cincinnati OH
Kendall M. Harden
CRD#: 7290313
9301 Montgomery Road, Suite 2a, Cincinnati, OH 45242

Kendall Harden (CRD# 7290313) is an Investment Advisor Representative working at Gearhart & Associates in Cincinnati, OH and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals