# Souders Financial Group

Souders Financial Group is a Bank / Wealth / Trust based in Cincinnati, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cincinnati, United States
- **Region:** North America
- **Address:** 5968 Bridgetown Road, Cincinnati, OH 45248
- **Founded:** 1992
- **Assets under management:** Undisclosed
- **Website:** soudersfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/souders-financial-group

## Regulatory record

- **CRD number:** 296780
- **SEC file number:** 801-113263
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-16T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/296780

## About

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.

## 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.

### 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.

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Last updated: 2026-07-06T01:24:25.765Z

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