Fred Overbeck is a registered investment advisor at Cincap Asset Management, based in Cincinnati, OH, with 20 years of industry experience. Fred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 4 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CINCaP Asset Management charges a percentage of the value of your investments each year. The exact percentage depends on how much you have invested, and the rate decreases as your portfolio grows. There is no minimum annual fee. The fee includes wealth counseling, investment advice, and some consulting services. If you need extra planning or consulting, CINCaP may charge an additional fee, which they will agree on with you in writing beforehand.
Location
455 Delta Ave, Suite 207, Cincinnati, OH, 45226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Fred is the COO of CINCaP Investment Group and Asset Management, as well as Mt. Lookout Capital Holdings, LLC since 2020. He is also a member of FTO, Inc. LLC since 2004, dedicating minimal time to this role.
Employment History
Current Registrations
Cincap Asset Management
Cincap Investment Group, LLCBroker
Previous Registrations
Ross, Sinclaire & Associates, LLCBroker
State Registrations1 state
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