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David Ogden

Ogden Asset Management, LLC
49 Years of Experience
Chagrin Falls, OH
1 Disclosure
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David Ogden is a registered investment advisor at Ogden Asset Management, LLC, based in Chagrin Falls, OH, with 49 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4 clients with $5.1M in assets under management.

Ogden Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
4 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$5.1M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable based on historical relationships, account composition, or anticipated future asset growth.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Chagrin Falls, OH

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History

Regulatory History (1)
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Regulatory
December 2025
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ogden Asset Management, LLC
October 2004 - Present · 22 yrs
Previous Registrations
Lincoln Financial Advisors Corporation
September 2003 - December 2004 · 1 yr 3 mos
The Lincoln National Life Insurance CompanyBroker
September 2003 - December 2004 · 1 yr 3 mos
Lincoln Financial Advisors CorporationBroker
September 2003 - December 2004 · 1 yr 3 mos
Citigroup Global Markets INC.
January 2000 - September 2003 · 3 yrs 8 mos
Citigroup Global Markets INC.Broker
July 1993 - September 2003 · 10 yrs 2 mos
Lehman Brothers INC.Broker
January 1984 - July 1993 · 9 yrs 6 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
September 1978 - November 1983 · 5 yrs 2 mos
John Nuveen & CO., IncorporatedBroker
January 1977 - October 1978 · 1 yr 9 mos
State Registrations1 state
OH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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