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Bbk Capital Partners, LLC (Cincinnati)


Bbk Capital Partners, LLC is a large advisory firm based in Cincinnati. It manages $224.9 million of regulatory assets for 837 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Arizona, California, Colorado, and 11 other states.




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

Bbk Capital Partners: assets under management

The assets under management (AUM) of Bbk Capital Partners, LLC is $224.9 million. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $213.47 million in discretionary accounts and $11.43 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $261.29 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $571.54 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bbk Capital Partners, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cincinnati

The principal office where Bbk Capital Partners, LLC performs its advisory services is located at 221 E. 4 Th Street, Cincinnati, OH 45202, 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 513-655-5566 or by fax 513-655-5567. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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