Ardent Capital Management, Inc.

Ardent Capital Management, Inc. is a Cincinnati-based investment advisory firm established in 1993, providing discretionary investment management services to clients. Founded by Charles A. and Christopher J. Donabedian, the firm focuses on developing personalized investment objectives tailored to client goals, risk tolerance, and tax considerations. Ardent manages client portfolios comprising equities, government securities, corporate debt, options, certificates of deposit, and mutual funds. The firm also offers non-discretionary services with negotiable fees. Ardent serves as the Investment Manager to the ACM Opportunity Fund LLC, targeting long-term capital growth through aggressive investments. The firm acts as a fiduciary, committed to acting in clients' best interests, particularly in IRA rollover recommendations. Ardent charges a 1.00% annual fee based on assets under management, invoiced quarterly. The minimum account size is $3,000,000, although smaller accounts may be accepted under certain circumstances. The firm conducts fundamental research to select quality securities and emphasizes risk management. Ardent does not receive performance-based fees from separate accounts and has no disciplinary history. The firm maintains investment discretion over client accounts, with exceptions noted in the advisory agreement. Ardent also handles proxy voting for client securities. Clients are encouraged to review custodial statements for accuracy. The firm's financial practices do not include pre-payment of fees or financial hardships that could impact client obligations.