Ardent Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$55,200,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
32
63% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
HighAverage account size
$1,725,000
About
Ardent Capital provides discretionary portfolio management for affluent individuals, corporations and trusts, overseeing investments held in clients’ brokerage and IRA accounts under a limited power of attorney. The firm focuses solely on investment management and does not take custody of client assets, leaving custodial relationships with the client-selected broker‑dealer.
The firm’s investment approach centers on asset allocation across large‑cap and small‑cap equities, international exposure, fixed income, ETFs, mutual funds and cash equivalents, with an emphasis on long‑term holdings and an explicit policy against margin trading and short sales. Investment decisions rely on third‑party research (including reports from Schwab, Morningstar, CFRA, Reuters and others), and accounts are reviewed at least quarterly with discretion to rebalance as market conditions dictate.
Notably, Ardent Capital’s client mix expressly includes corporate or business clients in addition to individual and trust accounts, a mix that is less common among peers in its category. The firm limits its services to portfolio management (does not offer broader financial planning or other advisory services), does not accept performance‑based fees, typically consolidates custody at a preferred broker‑dealer while using that custodian’s research, and recommends that clients retain proxy‑voting authority.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
< $100,000 - $100,000: 2% $100,001 - $1,000,000: 1.5% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $3,000,000: 1% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Account minimum: $100,000
Main office location
Ardent Capital
2680 Bayshore Parkway, Suite 307
Mountain View CA 94043, United States
Number of offices
1
Most active in
Ardent Capital has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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