Precedent Asset Management, LLC
● SEC registered since 2026CRD 169100SEC# 801-135830Indianapolis, IN
Reg. AUM
$111.5M
Employees
3
Accounts
278
Location
Indianapolis, IN
Precedent Asset Management, LLC assets under management
Precedent Asset Management, LLC is an SEC-registered investment adviser based in Indianapolis, IN. The firm has been registered since 2026. It reports $111.5 million in regulatory assets under management and employs 3 people.
Precedent Asset Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kenneth Richard Klabunde Control | Founding Principal, Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Precedent Asset Management, LLC manage?
Precedent Asset Management, LLC reports $111.5 million in regulatory assets under management on its Form ADV.
How many employees does Precedent Asset Management, LLC have?
Precedent Asset Management, LLC reports 3 employees.
Where is Precedent Asset Management, LLC located?
Precedent Asset Management, LLC is based in Indianapolis, IN and has been SEC-registered since 2026.
Does Precedent Asset Management, LLC disclose fund performance?
Precedent Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9000 Keystone Crossing, Suite 145, Indianapolis, IN 46240-4600 |
| Phone | 800-264-9908 |
| Fax | 317-896-0347 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$111.5MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$111.5Mregulatory AUM
Discretionary $111.5M