Brian Gordon Wade

Employer firm

Ardent Capital Management, Inc. CRD 108264

$327M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → Present
  Winston Investment Management, Inc.
  Cincinnati, OH
• 03/2014 → 12/2016
  Clarke Power Generation, Inc.
  Springdale, OH

Other Businesses

Omega Natural Enterpries, LLC. - not investment related. Equine, Pet and Human supplements sold direct and wholesale. Co-founder/board of directors/50% shareholder; 1002 Kieley Place, Cincinnati, OH 45217 Start Date - February 2015.Approximate number of hours/month you devote to the other business = 12; Hours you devote to the other business during securities trading hours = zero; Duties - oversee business direction/strategy, manage two outsourced marketing contractors. business partner manages day-to-day business operations; Salon Concepts, LLC. -not investment related; Salon Suite rental business Co-founder / board of directors - minority shareholder (approx 5%)Start Date 2017; 2000 Ford Circle, Ste B, Milford, OH 45150-3081; Approximate number of hours/month you devote to the other business = 2; Hours you devote to the other business during securities trading hours = zero;Duties - meet with CEO monthly to discuss general business strategy; The Cielo Group, Inc. - not investment related; Co-founder / minority shareholder (approx 7%); Start Date = 2002; 396 Washington St. Suite 110 Wellesley, MA 02481; Approximate number of hours/month you devote to the other business = 1; Hours you devote to the other business during securities trading hours = zero; Duties - none

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-02-06
• S63 Uniform Securities Agent State Law Examination
  1993-01-26