INVESTMENT ADVISORS OF INDIANAPOLIS INC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Cash & Cash Equivalents8%
- US Government Bonds3%
Contacts
3 of 4JAMES NOLAN
ShareholderCRD 4437149
WILLIAM PURCELL
Investment BankingCRD 4437155
MARK DURHAM
Portfolio ManagerCRD 1103979
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
- 9302 N Meridian St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
CFG WEALTH MANAGEMENT SERVICES INC
RIAINDIANAPOLIS, IN
PRECEDENT FINANCIAL STRATEGIES
RIAINDIANAPOLIS, IN
CORWIN COMPANY LLC
RIAINDIANAPOLIS, IN
PRIVATE COUNSEL GROUP, LTD.
RIAINDIANAPOLIS, IN
CAPSTONE WEALTH ADVISORS,INC.
RIAINDIANAPOLIS, IN
FNEX WEALTH, LLC
RIAINDIANAPOLIS, IN