Thurston, Springer, Miller, Herd & Titak, Inc.
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 8478
- Registered since
- November 21, 1980
- Website
- thurstonspringer.com
Firm profile
FINTRXOverview
Thurston, Springer, Miller, Herd & Titak, Inc. is organized as a corporation and has been SEC-registered since 1980. The firm is classified in the dataset as a domestic entity with individual ownership elements and is not identified as a capital allocator or a multi-state registered adviser. The profile indicates the firm does not self-identify as an active ESG investor and is not listed as a pension consultant or related adviser. Regulatory and business-detail fields such as advisory activities and fee structure are not populated in the source material. The dataset also flags the firm’s classification as “Unclassified,” which suggests limited public disclosure about its formal business segmentation beyond its investment and custody footprints.
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
Owners & executives
3 of 9
James Stevens
Chief Executive OfficerCRD 4428134

Matthew Reynolds
President, Chief Financial OfficerCRD 4077413

Christian Taylor
Chief Compliance OfficerCRD 5462381
Contacts
3 of 129
Joel Cox
Registered RepresentativeCRD 5710438

Christopher Esser
Vice President of InvestmentsCRD 5742446

Jean Haas
Investment ExecutiveCRD 5904783
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 455Active vs passive
$118M in ETFs
75%
$89.2M
22%
$29.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY) | First Trust | Passive | Large Value | $4.6M | 56,345 | 3.86% |
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
- 9000 Keystone Xing
- Time zone
- ET (UTC-5)
- Office locations
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