Indexperts, LLC

RIASEC RegisteredEst. 2021
Total AUM
$101M
Discretionary
$101M
100% of AUM
Avg account
$33.6M
Accounts
3
Employees
4
Advisory reps
4

Firm details

Headquarters
Charlotte, North Carolina
CRD number
314858
Registered since
July 6, 2021
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Indexperts, LLC is a limited liability company registered with the SEC in 2021 that operates as an institutional registered investment adviser. The firm serves an institutional client base, charging fees as a percentage of assets under management, and lists portfolio management for investment companies as a primary advisory activity. It identifies as neither an active ESG investor nor a multistate or pension consultant adviser, and it does not act as a capital allocator or as part of a related-adviser group. Industry affiliations include relationships with a broker-dealer and with another investment adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Brandon Mcpherson

    Brandon Mcpherson

    Portfolio ManagerCRD 7193666

  • Alexander Hill

    Alexander Hill

    Registered RepresentativeCRD 5961588

  • David Smith

    David Smith

    Operations ManagerCRD 2246779

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Charlotte, NC

Mecklenburg

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
Mecklenburg
Address
516 N Tryon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth