Nearside Advisors, LLC
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 341851
- Registered since
- May 1, 2026
- Website
- www.nearsideadvisors.com
- 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, owner-operated registered investment adviser structured as an LLC. The firm is SEC-registered (registered in 2026) and serves individual and family clients, charging fees based on a percentage of assets under management. Its stated advisory activities are financial planning and portfolio management for individuals and small businesses. Nearside does not identify itself as an ESG-focused manager, and its services do not include pension consulting or related-adviser functions in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$118M in ETFs
67%
$78.6M
33%
$39.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST SMITH UNCONSTRAINED BOND ETF (UCON) | First Trust | Active | Nontraditional Bond | $10.9M | 460,071 | 9.27% |
Location
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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