PRECEDENT FINANCIAL STRATEGIES

RIASEC RegisteredEst. 2026

Total AUM

$111M

Discretionary

$111M

100% of AUM

Avg account

$401K

Accounts

278

Employees

Advisory reps

Firm details

Headquarters: INDIANAPOLIS, Indiana
CRD number: 169100
Registered since: April 10, 2026
Website: precedentstrategies.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.94%
Individuals6.29%
Charitable Organizations4.76%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Precedent Financial Strategies is structured as a limited liability company and operates as an independent registered investment adviser. The firm describes its client base as individuals and families and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It bills clients on an assets-under-management basis and also uses hourly and fixed fees. Precedent identifies as a capital allocator and is not an active ESG investor. It is not registered as a multi-state adviser. The firm’s SEC registration is listed as 2026.