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Money Masters, LLC (Cincinnati)


Money Masters, LLC is a pension cosultant based in Cincinnati. It manages $9.36 million of regulatory assets for 128 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Florida, Illinois, and 6 other states.

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

Money Masters: assets under management

The assets under management (AUM) of Money Masters, LLC is $9.36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 388% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $9.36 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $73.12 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Money Masters, LLC for their services and products based on a percentage of assets under management. 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.

Indirect Owners

The SEC currently registers 12 indirect owners.

Name Entity Date acquired Ownership Employer ID
Mark Holececk Shareholder - ams 1 Jan 2000 50% - 75% 5055386
Don Strumillo Shareholder - ams 1 Jan 2000 25% - 50% 5055403
Kenneth Carroll Sole member - carroll 1 Nov 2001 75% - 100% 5054279
Kiri Berg Living Trust (Joint With Brian Henry Living Trust) Member - diligent 1 Oct 2003 25% - 50% xxx-xx-xxxx
Brian Henry Living Trust (Joint With Kiri Berg Living Trust) Member - diligent 1 Oct 2003 25% - 50% xxx-xx-xxxx
Kenneth Carroll Chairman - diligent 1 Oct 2003 Other 5054279
Sharon Daniels Tax matters partner - diligent 1 Oct 2003 Other 5054280
Brian Peter Henry Co-manager - diligent 1 Oct 2003 Other 1730901
Kiri Berg Co-manager - diligent 1 Oct 2003 Other 5054281
Alessando Sodi Co-manager - diligent 1 Oct 2003 Other 5054283
Marc Daniels Co-manager - diligent 1 Oct 2003 Other 5054284
Llc Carroll Capital Holdings Member - diligent 1 Oct 2005 25% - 50% 54-2060863

Based in Cincinnati

The principal office where Money Masters, LLC performs its advisory services is located at 11500 Northlake Drive, Suite 100, Cincinnati, OH 45249, 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 513-769-4040 or by fax 513-769-4060. The normal business hours are 8:15 am to 5:15 pm on Monday - Friday.


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