Bank / Wealth / TrustRIA · CRD 296780SEC-Registered

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Souders Financial Group

Founded in 1992, Souders Financial Group established itself in Cincinnati, Ohio, as an independent financial advisory firm. It serves individuals,...

Souders Financial Group logo

Souders Financial Group

Founded in 1992, Souders Financial Group established itself in Cincinnati, Ohio, as an independent financial advisory firm. It serves individuals, high-net-worth families, trusts, and corporate clients. The firm does not publicize its principals or organizational structure. The firm's stated services cover three areas: investment management on a fiduciary basis, financial planning that spans goal-setting through plan implementation, and insurance planning. For business clients, Souders administers 401(k), profit sharing, and defined contribution plans. The group does not disclose venture capital, private equity, or direct co-investment activity. Its geographic focus remains Cincinnati and the surrounding region, anchored by a single office on Bridgetown Road. Souders presents itself as a behavioral buffer for individual investors — explicitly citing emotional discipline during volatile markets as part of its value proposition. The firm's website notes that its advisors draw on more than 75 years of combined industry experience, though it does not name the individuals. No recent operational events have been publicly documented. Souders is structured as an independent RIA, separating it from bank-owned wealth arms or broker-dealer networks. The firm's fiduciary duty to clients is the core structural differentiator, reinforced by a deliberate absence of proprietary products or institutional fund management.

General information

Firm type

Bank / Wealth / Trust

Year founded

1992

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Cincinnati

Corporate office

5968 Bridgetown Road, Cincinnati, OH 45248

Frequently asked questions

Is Souders Financial Group a fiduciary?

Yes. The firm states it serves with a fiduciary standard of care when managing client investment accounts, meaning it is legally obligated to act in the client's best interest.

Does Souders Financial Group manage private equity or venture capital allocations?

There is no public evidence that Souders Financial Group manages or allocates to private equity or venture capital. Its disclosed services center on portfolio management, financial planning, insurance, and corporate retirement plans.

Who makes investment decisions at Souders Financial Group?

Souders Financial Group does not publicly name its principals, advisors, or investment committee members. The firm references more than 75 years of combined industry experience but provides no individual attribution for decision-making.

Does Souders Financial Group operate as a single family office?

Souders Financial Group is structured as a registered investment adviser serving multiple clients, not a dedicated single family office. It advises individuals, high-net-worth families, trusts, and corporate retirement plans.

Where does the underlying wealth of Souders Financial Group's clients come from?

The firm does not disclose the wealth origin of its client base. Given its Cincinnati location and broad service listing — spanning individuals through corporate plans — sources likely include regional business owners, professionals, and retirement-plan participants.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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