Financial Consultants & Advisory Corporation
● SEC registered since 2021CRD 113390SEC# 801-119736Indianapolis, IN
Reg. AUM
$333.1M
Employees
15
Accounts
877
Location
Indianapolis, IN
Financial Consultants & Advisory Corporation assets under management
Financial Consultants & Advisory Corporation operates as an SEC-registered investment adviser based in Indianapolis, IN. The firm has been registered since 2021. It reports $333.1 million in regulatory assets under management and employs 15 people.
Financial Consultants & Advisory Corporation owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David George Yearwood Control | Vp And Secretary | Under 5% | 1987 |
| Michael Joseph Kelley Control | President/Chief Compliance Officer | Over 75% | 1982 |
Frequently asked questions
How much does Financial Consultants & Advisory Corporation manage?
Financial Consultants & Advisory Corporation reports $333.1 million in regulatory assets under management on its Form ADV.
How many employees does Financial Consultants & Advisory Corporation have?
Financial Consultants & Advisory Corporation reports 15 employees.
Where is Financial Consultants & Advisory Corporation located?
Financial Consultants & Advisory Corporation is based in Indianapolis, IN and has been SEC-registered since 2021.
Does Financial Consultants & Advisory Corporation disclose fund performance?
Financial Consultants & Advisory Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 250 E. 96th Street, Suite 200, Indianapolis, IN 46240 |
| Phone | 317-844-7416 |
| Fax | 317-844-7528 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$333.1M▼ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$333.1Mregulatory AUM
Discretionary $275.8MNon-discretionary $57.2M