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 with domestic ownership. Public filings and snapshots provide limited detail about its client-facing services or specific advisory processes, but the firm reports a sizeable discretionary asset base and appears to act as an asset manager allocating across both public securities and external alternative managers. The firm is not characterized as an active ESG investor, and available metadata indicates it is not a multi-state adviser or a pension consultant.
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 8
James Stevens
Chief Executive OfficerCRD 4428134

Matthew Reynolds
President, Chief Financial OfficerCRD 4077413

Christian Taylor
Chief Compliance OfficerCRD 5462381
Contacts
3 of 130
Joel Cox
Financial AdvisorCRD 5710438

Steven Kuza
AdvisorCRD 5737931

Christopher Esser
Vice President of InvestmentsCRD 5742446
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 249Active vs passive
$24.5M in ETFs
71%
$17.4M
24%
$7.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $1.8M | 2,596 | 7.42% |
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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