INVESTMENT ADVISORS OF INDIANAPOLIS INC

RIASEC Registered
Total AUM
$108M
Discretionary
$98M
91% of AUM
Avg account
$1M
Accounts
107
Employees
2
Advisory reps
4

Firm details

Headquarters
INDIANAPOLIS, Indiana
CRD number
109220
Website
invadv.com
Fee structure
Percentage of AUM, Other
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Investment Advisors Of Indianapolis Inc is a small, client-focused RIA that concentrates on portfolio management for individuals and small businesses. The firm is owner-operated and charges fees based primarily on a percentage of assets under management, with some clients on other fee arrangements. Its investment stance favors liquid, exchange-traded equities as the primary building block of client portfolios, and it does not position itself as an ESG-focused manager. Given the client base and account structure, the firm appears to favor straightforward portfolio implementations—equity-centric allocations supplemented by pooled mutual fund exposure and selected alternative exposures. The adviser manages both discretionary mandates and a smaller set of non-discretionary accounts, indicating it handles full portfolio authority for most clients while retaining an advisory role for a minority. Activities are concentrated on direct portfolio management rather than pension consulting or multi-state advisory operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 89%, Cash & Cash Equivalents 8%, US Government Bonds 3%89%
  • Exchange Traded Equities89%
  • Cash & Cash Equivalents8%
  • US Government Bonds3%

Contacts

3 of 4
  • JAMES NOLAN

    ShareholderCRD 4437149

  • WILLIAM PURCELL

    Investment BankingCRD 4437155

  • MARK DURHAM

    Portfolio ManagerCRD 1103979

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
9302 N Meridian St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth