{{ Info.Overview }}

Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 01/01/2013
ADV Location INDIANAPOLIS, IN, United States
Contact Info 317 xxxxxxx
Websites
AUM* 24,424,414,533 -6%
of that, discretionary 24,341,232,593 -6%
Number of Employees 37
of those in investment advisory functions 25
Private Fund GAV* 0
Avg Account Size 2,442,441,453 -6%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

29B 25B 21B 17B 13B 8B 4B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary