CIVITAS FINANCIAL LLC
Firm details
- Headquarters
- INDIANAPOLIS, Indiana
- CRD number
- 338379
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees, Other
- Services
- Pension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Civitas Financial LLC is a privately owned limited liability company that identifies itself as a capital allocator. Its advisory footprint emphasizes pension-related work and the selection of outside managers, and it operates on a fixed-fee and other-fee basis rather than a purely assets-under-management fee model. The firm is not flagged as an active ESG investor. The snapshot data also records an insurance-company industry affiliation, suggesting connections with insurance-related channels or products.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5Sammie Baker
Investment Advisor RepresentativeCRD 4132203
Keaton James
Investment Advisor RepresentativeCRD 8230532
Felipe Baeza Correa
SolicitorCRD 7974753
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
INDIANAPOLIS, IN
MARION
Location
INDIANAPOLIS, IN
Headquartered in INDIANAPOLIS, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- MARION
- Address
- 7820 Innovation Blvd
- Time zone
- ET (UTC-5)
- Office locations
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