Indy Advisors, LLC

Overview

Indy Advisors, LLC is a small, independent registered investment adviser organized as a limited liability company and focused on serving individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, billing by a percentage of assets under management and by hourly engagement when appropriate. Investment activity is concentrated in public, exchange-traded securities; the filings show a clear preference for equities and liquid instruments. Indy Advisors is not positioned as an ESG-focused manager, nor as a multi-state or pension consultant adviser. Given the firm’s scale and client mix, its investment approach appears to favor straightforward, liquid equity exposure that can be managed actively on a discretionary basis. That structure supports frequent rebalancing, tax-aware trading, and tactical shifts without relying on illiquid third-party vehicles. The advisory mandate and fee structure align with one-on-one wealth management for high-net-worth individuals and families rather than institutional or pooled-fund strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices