Market Street Wealth Management Advisors, LLC
Firm details
- Headquarters
- Carmel, Indiana
- CRD number
- 122212
- Registered since
- January 2, 2004
- Website
- mswma.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.6%
- Individuals12.4%
- Corporations / Businesses1.39%
- Charitable Organizations0.48%
- Pension & Profit Sharing Plans0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Market Street Wealth Management Advisors, LLC is an independent, individually owned RIA that provides fee-based financial planning and portfolio management to both individuals/families and institutional clients. The firm is SEC registered (initial registration in 2004) and offers a mix of compensation options, including percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Advisory services listed in filings include financial planning, discretionary portfolio management for individual and small-business clients, portfolio management for businesses or institutions, and pension consulting. The firm also identifies itself as an active ESG investor, indicating ESG considerations are incorporated into its investment approach.
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
- Public Funds/Mutual Funds84%
- Exchange Traded Equities12%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Kyle Thompson
Partner, CIOCRD 5824882
Contacts
3 of 8
Katie Fischer
Partner, Senior Financial PlannerCRD 5708470
Patrick Roberts
PartnerCRD 6359909
Austin Angel
Senior Financial PlannerCRD 6660229
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$721M in ETFs
46%
$329M
42%
$392M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $46.2M | 515,117 | 6.42% |
Location
Carmel, IN
Hamilton
Location
Carmel, IN
Headquartered in Carmel, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Hamilton
- Address
- 3105 E 98th St
- Time zone
- ET (UTC-5)
- Office locations
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