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Procourse Fiduciary Advisors, LLC

● SEC registered since 2012CRD 164328SEC# 801-76741Carmel, IN
Export (members)
Reg. AUM
$5.49B
Employees
11
Accounts
303
Location
Carmel, IN

Procourse Fiduciary Advisors, LLC assets under management

Procourse Fiduciary Advisors, LLC is an SEC-registered investment adviser based in Carmel, IN. The firm has been registered since 2012. It reports $5.5 billion in regulatory assets under management and employs 11 people.

Procourse Fiduciary Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Brian Stoll ControlChief Financial OfficerUnder 5%2026
Bryan James Gross ControlChief Compliance OfficerUnder 5%2024
Douglas Glen Prince ControlChief Executive Officer/Chief Investment OfficerUnder 5%2012
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Frequently asked questions

How much does Procourse Fiduciary Advisors, LLC manage?

Procourse Fiduciary Advisors, LLC reports $5.5 billion in regulatory assets under management on its Form ADV.

How many employees does Procourse Fiduciary Advisors, LLC have?

Procourse Fiduciary Advisors, LLC reports 11 employees.

Where is Procourse Fiduciary Advisors, LLC located?

Procourse Fiduciary Advisors, LLC is based in Carmel, IN and has been SEC-registered since 2012.

Does Procourse Fiduciary Advisors, LLC disclose fund performance?

Procourse Fiduciary Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address571 Monon Blvd, Suite 400, Carmel, IN 46032
Phone317-805-7500
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$5.49B▲ 8%
Mar '25 — $5.07BApr '25 — $5.07BMay '25 — $5.07BJun '25 — $5.07BJul '25 — $5.07BAug '25 — $5.07BSep '25 — $5.07BOct '25 — $5.07BNov '25 — $5.07BDec '25 — $5.07BJan '26 — $5.07BFeb '26 — $5.07BMar '26 — $5.49BApr '26 — $5.49BMay '26 — $5.49BJun '26 — $5.49B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers

Assets under management

$5.49Bregulatory AUM
Discretionary $1.8BNon-discretionary $3.7B