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Formidable Asset Management
AddedFeb 15, 2024
UpdatedJun 28, 2026
Formidable Asset Management

Formidable Asset Management

Operating

Formidable Asset Management LLC: A US-based investment advisory firm offering wealth management, insurance, and financial planning services.

Location
Cincinnati, OH, US
Founded
2013
Firm
Compare
Portfolio
Employees
Website

Formidable Asset Management is a US-based investment advisory firm that focuses on wealth and asset management, insurance, and financial planning services. While their primary business is advisory services, they have also made strategic investments in early-stage companies, particularly at the Series A stage.

The firm has invested in notable portfolio companies such as Imbed Biosciences, a biotech company developing advanced wound care solutions, and Owl's Brew, an innovative beverage brand. Formidable Asset Management's team includes experienced professionals like Adam Eagleston and Jason Wainscott, who bring their expertise to both advisory services and investment decisions.

Formidable Asset Management - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments2
Current Portfolio Count2
Total Portfolio Exits0

Top Investment Stages

Series A2 (100.0%)

Stage Mix

Series A 100%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Owl's Brew logo

Owl's Brew

Imbed Biosciences logo

Imbed Biosciences

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Formidable Asset Management - Classification

Also Known As
  • Formidable Asset Management, LLC
NAICS
  • 540000Professional, Scientific, and Technical Services
  • 541611Administrative Management and General Management Consulting Services
  • 541000Professional, Scientific, and Technical Services
  • 541600Management, Scientific, and Technical Consulting Services
  • 541610Management Consulting Services
SIC
  • 8700Engineering, Accounting, Research, Management, And Related Services
  • 8740Management And Public Relations Services
  • 8742Management Consulting Services
Show 10 more industry codes
NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 525000Funds, Trusts, and Other Financial Vehicles
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6000Depository Institutions
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end