Cinfin Capital Management (Fairfield)

Name: Cinfin Capital Management
Address: 6200 South Gilmore Road, Fairfield, OH, 45014
Telephone: 513-870-2635

Cinfin Capital Management is a large advisory firm based in Fairfield. It manages $667.15 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

Cinfin Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cinfin Capital Management: assets under management

The assets under management (AUM) of Cinfin Capital Management is $667.15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $667.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $19.06 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cinfin Capital Management for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cinfin Capital Management

Larry Russell Webb has been acting as President since 1 Apr 1998. Stephen Richard Fogle joined the executive team most recently as the Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Keith Wayne Collett	Assistant secretary	1 Apr 1998	Other	4368223
John Jefferson Schiff	Chairman of board	1 Apr 1998	Other	4368226
Larry Russell Webb	Director	1 Apr 1998	Other	4368233
Urban George Neville	Director	1 Apr 1998	Other	4368235
Timothy Lee Timmel	Director	1 Apr 1998	Other	4368242
Alan R. Weiler	Director	1 Apr 1998	Other	4368244
Jacob Ferdinand Scherer	Director	1 Apr 1998	Other	1153237
James Gordon Miller	President	1 Apr 1998	Other	4368251
Kenneth Stewart Miller	Executive vice president	1 Apr 1998	Other	4368258
Michael Ray Abrams	Vice president	1 Apr 1998	Other	4368261
Martin Francis Hollenbeck	Vice president	1 Apr 1998	Other	4368265
Steven Anthony Soloria	Secretary	1 Apr 1998	Other	4368269
Michael Kevin Oconnor	Assistant vice president	1 Apr 1998	Other	1534440
Jeffrey Edward Riechman	Assistant vice president	1 Apr 1998	Other	4368272
Cincinnati Financial Corporation	Sole shareholder	1 Apr 1998	75% - 100%	31-0746871
Kenneth William Stecher	Treasurer	1 Jul 1998	Other	2368653
Hollis Jones	Assistant treasurer	1 Feb 2001	Other	4368276
Thomas A. Joseph	Director	1 Feb 2002	Other	4520767
David Hugh Popplewell	Director	1 Feb 2002	Other	4520769
Stephen Richard Fogle	Compliance officer	1 Jul 2002	Other	4568761

Based in Fairfield

The principal office where Cinfin Capital Management performs its advisory services is located at 6200 South Gilmore Road, Fairfield, OH 45014, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-870-2635 or by fax 513-603-5105. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.cinfin.com.