AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
CD

Charles A. Donabedian

Some features on this profile are disabled
CRD#: 69792
CD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Charles Arthur Donabedian was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1969. Charles had worked at 9 firms and has passed the Series 65, Series 63, Series 6, Series 1, Series 26, Series 4 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 7, 2003 - December 5, 2018

ARDENT CAPITAL MANAGEMENT, INC.

RIA
CRD#: 108264
MILFORD, OH
Past

February 2, 1995 - September 27, 2005

MEEDER DISTRIBUTION SERVICES, INC.

BD
CRD#: 36773
DUBLIN, OH
Past

June 1, 1988 - October 15, 1990

USF&G INVESTMENT SERVICES, INC.

BD
CRD#: 18949
Past

April 19, 1982 - March 15, 1988

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

September 16, 1977 - March 2, 1982

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

August 27, 1976 - September 16, 1977

BACHE HALSEY STUART INC.

BD
CRD#: 7238
Past

February 27, 1976 - August 27, 1976

BACHE & CO INCORPORATED

BD
CRD#: 7058
Past

November 5, 1974 - February 27, 1976

BACHE & CO., INCORPORATED

BD
CRD#: 66
Past

February 13, 1974 - November 19, 1974

HAYDEN STONE INC.

BD
CRD#: 6567
Past

November 11, 1969 - March 27, 1974

BACHE & CO., INCORPORATED

BD
CRD#: 66

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ARDENT CAPITAL MANAGEMENT, INC.
ARDENT CAPITAL MANAGEMENT, INC. | WINSTON INVESTMENT MANAGEMENT, INC. | WINSTON ADVISORS INC

CRD#: 108264 / SEC#: 801-46523

RIA
Registered Investment Advisory firm - (5/17/1994 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/9/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 11/3/1969
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 00
Date: 6/11/1973
General Securities Principal Examination

Current Firm


AC
ARDENT CAPITAL MANAGEMENT, INC.
ARDENT CAPITAL MANAGEMENT, INC. | WINSTON INVESTMENT MANAGEMENT, INC. | WINSTON ADVISORS INC

CRD#: 108264 / SEC#: 801-46523

RIA
Registered Investment Advisory firm - (5/17/1994 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
7864 Camargo Rd Suite 100, Cincinnati, OH 45243
Mailing Address
Phone number
(513) 831-9393
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (5 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (3/28/2025)

Regulatory assets under management


Total Number of Accounts307
AUM (Assets Under Management)$ 321,416,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ARDENT CAPITAL MANAGEMENT, INC.

CRD#: 108264

TRUST BUT VERIFY

Monitor Charles Donabedian

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics