SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Mench Financial Inc
Cincinnati, OH
CRD 106689
Firm filing updated March 27, 2026 ·
- $130.6MAssets
- 183Clients
- 2Advisory staff
- 183Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals93
- High net worth individuals82
- Charities3
- Corporations or other businesses3
- Pension and profit sharing plans2
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 93 | $14.5 million |
| High net worth individuals | 82 | $82.4 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2.4 million |
| Charitable organizations | 3 | $24.2 million |
| Corporations or other businesses not listed above | 3 | $7.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$130.6 million
- Accounts183
- DiscretionaryAll accounts
People
- Employees4
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 106689, SEC file 801-48232.
- Registered with the SEC as an investment advisor (status date on record: January 17, 1995).
Is Mench Financial Inc a fiduciary?
Short answer: Mench Financial Inc is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.