Indexperts, LLC
● SEC registered since 2021CRD 314858SEC# 801-121667Charlotte, NC
Reg. AUM
$100.9M
Employees
4
Accounts
3
Location
Charlotte, NC
Indexperts, LLC assets under management
Indexperts, LLC operates as an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2021. It reports $100.9 million in regulatory assets under management and employs 4 people.
Indexperts, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Leon Smith Control | Chief Compliance Officer | Under 5% | 2025 |
| Linden Thomas Financial Group, LLC Control | Member | Over 75% | 2021 |
| Stephen Linden Thomas Control | Manager | Under 5% | 2021 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Indexperts, LLC manage?
Indexperts, LLC reports $100.9 million in regulatory assets under management on its Form ADV.
How many employees does Indexperts, LLC have?
Indexperts, LLC reports 4 employees.
Where is Indexperts, LLC located?
Indexperts, LLC is based in Charlotte, NC and has been SEC-registered since 2021.
Does Indexperts, LLC disclose fund performance?
Indexperts, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 516 North Tryon Street, Charlotte, NC 28202 |
| Phone | (704) 554-8150 |
| Fax | 704-554-8350 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$100.9MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$100.9Mregulatory AUM
Discretionary $100.9M