Nearside Advisors, LLC
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 341851
- Registered since
- May 1, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.6%
- Individuals16.4%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Nearside Advisors, LLC is an independent registered investment advisor operating as a limited liability company. The firm is SEC-registered (2026) and owned by an individual principal. Its client base is focused on individuals and families, and its primary services are financial planning and discretionary portfolio management for individuals and small businesses. Compensation is billed as a percentage of assets under management. Nearside does not identify as an active ESG investor, does not serve as a multistate adviser, and does not advertise pension consulting or related-adviser arrangements.
Assets & Accounts
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 Funds53%
- Exchange Traded Equities44%
- US Government Bonds1%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Mark Idzik
Financial AdvisorCRD 6785467
Mark Hildebrand
Managing MemberCRD 5545392
Julie Dant
Investment Advisor RepresentativeCRD 4613744
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
- 1060 N Capitol Ave
- Time zone
- ET (UTC-5)
- Office locations
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