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, owner-operated registered investment adviser that has been SEC-registered since 2004 and organized as an LLC. The firm serves both individual and family clients as well as institutional investors. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Fees are charged across multiple formats — a percentage of assets under management, hourly rates and flat fees. The firm identifies as an active ESG investor and does not operate as a capital allocator.
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 1KYLE THOMPSON
Partner, CIOCRD 5824882
Contacts
3 of 8DOUGLAS 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 80Active vs passive
$641M in ETFs
30%
$194M
57%
$447M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL CORE FIXED INCOME ETF (DFCF) | Dimensional | Active | Intermediate Core Bond | $65.1M | 1,541,722 | 10.15% |
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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