L
Linden Ash Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,082,228
Clients
11
0% 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
11
LowAverage account size
$1,280,203
About
The firm provides discretionary investment management and financial planning services to individuals, trusts, and qualified retirement plans. It also prepares written investment plans that address budgeting, debt management, tax planning, investment analysis, retirement planning, and estate planning, and currently serves a very small roster of clients (about 11).
The investment approach combines fundamental and technical analysis and typically targets a 12–18 month holding horizon to manage trading expenses and seek favorable tax treatment for gains. The advisor does not use short sales, margin, options, or commodities, and conducts daily monitoring of holdings with full account reviews performed weekly.
Compared with peers, the practice is notable for its longevity and compact scale: the lead advisor has operated the business since the mid-1990s and manages roughly $11–12 million for a small number of clients, which can result in more individualized oversight. Custody is maintained at a large independent custodian (Charles Schwab), and the firm forwards proxy materials to clients rather than voting client securities on their behalf.
Client services
Portfolio management
Expertise
Cash flow / budgeting
Debt management
General tax planning
General retirement planning
General estate planning guidance
Fee options
$0 - $3,000,000: 1.00% per annum $3,000,001 - $4,000,000: 0.75% per annum $4,000,001+: 0.50% per annum
$100 for preparing Investment Plans.
Fee-only: Investment advisory fees calculated quarterly in arrears based on percentage of assets under management according to the tiered schedule.
Main office location
Linden Ash Capital
Cincinnati OH, United States
Number of offices
2
Most active in
Linden Ash Capital has reported serving >5 clients in these states in the last 12 months.
Ohio
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.
-
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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