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 registered investment adviser, SEC-registered since 2004 and organized as an LLC with individual ownership. The firm serves both individuals/families and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. Market Street identifies as an active ESG investor and does not act as a capital allocator; instead it deploys client capital through public funds and third-party managers.
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
Douglas Oneill
Investment AnalystCRD 5583987
Adriane Kulczar
Senior ParaplannerCRD 6933860
Austin Angel
Senior Financial PlannerCRD 6660229
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$704M in ETFs
31%
$215M
56%
$489M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL CORE FIXED INCOME ETF (DFCF) | Dimensional | Active | Intermediate Core Bond | $67.2M | 1,592,020 | 9.55% |
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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