RITTER DANIHER FINANCIAL ADVISORY LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	321827	321827	—	1.0
sec_file_number	801-125847	801-125847	—	—

Profile

Websitehttps://www.ritterdaniher.com/

HQ CityCINCINNATI

HQ StateOH

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)605,911,373.0
RAUM (discretionary)605,911,373.0
Actionable assets452,368,138.0
Accounts1,318.0

Institutional Clients

Government AUM—
Pension AUM1,829,009.0
Charitable AUM2,555,368.0
HNW AUM447,983,761.0

As of 2025-03-04 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
BLUESPRING WEALTH PARTNERS, LLC	OWNER	OFFICER	—	{"filing_id": "2002753", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
KESTRA ADVISOR SERVICES HOLDINGS A, INC.	OWNER	OFFICER	—	{"filing_id": "2002753", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
KESTRA ADVISOR SERVICES HOLDINGS B, INC.	OWNER	OFFICER	—	{"filing_id": "2002753", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
KESTRA ADVISOR SERVICES HOLDINGS C, INC.	OWNER	OFFICER	—	{"filing_id": "2002753", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
KESTRA FINANCIAL, INC.	OWNER	OFFICER	—	{"filing_id": "2002753", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
KINGFISHER G.P., LLC	GENERAL PARTNER	OFFICER	—	{"filing_id": "2002753", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
KINGFISHER HOLDING A, INC.	OWNER	OFFICER	—	{"filing_id": "2002753", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
KINGFISHER HOLDING B, INC.	OWNER	OFFICER	—	{"filing_id": "2002753", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
KINGFISHER HOLDING, L.P.	OWNER	OFFICER	—	{"filing_id": "2002753", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
KINGFISHER TOPCO HOLDINGS, LP	OWNER	OFFICER	—	{"filing_id": "2002753", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
OHCP VI ENZO AGGREGATOR, L.P.	OWNER	OFFICER	—	{"filing_id": "2002753", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
RITTER, JOHN, KENNETH	CHIEF COMPLIANCE OFFICER & FOUNDER	OFFICER	—	{"filing_id": "2002753", "owner_id": "2540787", "source": "adv_part1", "table": "Schedule_A_B"}
STONE POINT CAPITAL, LLC	GENERAL PARTNER	OFFICER	—	{"filing_id": "2002753", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
T-IX KRAKEN CO-INVEST, LP	OWNER	OFFICER	—	{"filing_id": "2002753", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BENNETT, JOEL, VAN	CHIEF FINANCIAL OFFICER	EMPLOYEE	—	{"filing_id": "2002753", "owner_id": "2047878", "source": "adv_part1", "table": "Schedule_A_B"}
Buckner, Harold	EXECUTIVE VICE PRESIDENT	EMPLOYEE	—	{"filing_id": "2002753", "owner_id": "4700160", "source": "adv_part1", "table": "Schedule_A_B"}
DANIHER, JEFFREY, EARL	FOUNDER	EMPLOYEE	—	{"filing_id": "2002753", "owner_id": "3101418", "source": "adv_part1", "table": "Schedule_A_B"}
MARKHAM, LORI, ANN	ASSISTANT SECRETARY	EMPLOYEE	—	{"filing_id": "2002753", "owner_id": "7098304", "source": "adv_part1", "table": "Schedule_A_B"}
NORWOOD, ROBERT, BREDT	EXECUTIVE VP & GENERAL COUNSEL	EMPLOYEE	—	{"filing_id": "2002753", "owner_id": "2536685", "source": "adv_part1", "table": "Schedule_A_B"}
Osborne, Angela, Maren	CHIEF OPERATING OFFICER	EMPLOYEE	—	{"filing_id": "2002753", "owner_id": "4222939", "source": "adv_part1", "table": "Schedule_A_B"}
YIN, YIN	CONTROLLER & ASSISTANT SECRETARY	EMPLOYEE	—	{"filing_id": "2002753", "owner_id": "3219513", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/08/2025 08:44:04 AM",
  "filing_id": "2002753",
  "reg_type": "IA"
}
```

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1