Formidable Asset Management
Overview
Formidable Asset Management is a Registered Investment Advisor based in Cincinnati, Ohio. The firm provides personalized investment advisory services, wealth management, financial planning, and insurance services to individuals, high-net-worth individuals, pooled investment vehicles, pension plans, and corporations. Their approach is active and adaptable, employing fundamental analysis. The firm also acts as the investment adviser to several actively managed ETFs, including the Formidable Fortress ETF (KONG) and Formidable ETF (FORH).
Portfolio Companies
2
Website
weareformidable.comInvestments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Imbed Biosciences | Nov 2019 | Series A | Lead |
| Owl's Brew | Sep 2021 | Series A | Lead |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Formidable Asset Management based?
Formidable Asset Management is headquartered in Cincinnati, Ohio, United States.
When was Formidable Asset Management founded?
Founding year information for Formidable Asset Management is not publicly available.
How many portfolio companies does Formidable Asset Management have?
Formidable Asset Management has 2 portfolio companies in Caplight's dataset.
What are some companies in Formidable Asset Management's portfolio?
Portfolio companies visible on Caplight include Imbed Biosciences, Owl's Brew.
What was Formidable Asset Management's most recent investment shown here?
Formidable Asset Management's most recent investment in this portfolio sample was in Owl's Brew in 2021.
What sectors does Formidable Asset Management focus on?
Formidable Asset Management focuses on Healthcare & Life Sciences, Consumer & Commerce.
What company stages does Formidable Asset Management focus on?
Formidable Asset Management typically invests at the Early stage.
What is Formidable Asset Management's AUM?
Formidable Asset Management's assets under management are estimated between $597.9M and $876.0M.