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 a corporate financial services firm that has been SEC-registered since 1980. The firm is recorded as a domestic entity with individual ownership and is classified in the data as “unclassified.” It is not flagged as an active ESG investor and is listed as not being a capital allocator; the firm appears to rely on externally managed investment products rather than running its own private capital vehicles. Reporting indicates the firm maintains advisory activity and manages discretionary assets, though its internal classification in the dataset is limited. The firm’s public filings and holdings suggest a focus on tradable equity and ETF exposures supplemented by allocations to outside alternative managers.
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
Cynthia Mulonas
Chief Operating OfficerCRD 2967156

Justin Prappas
Senior Project CoordinatorCRD 6644882

Karen Coker
Chief Risk OfficerCRD 2731928
Contacts
3 of 132Gavin Banta
Associate Relationship ManagerCRD 8118032
John Peluso
Executive Vice President, PartnerCRD 1902776
Christopher Lavelle
Account ManagerCRD 6666630
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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