WEST LAFAYETTE, INCRD 109650Latest ADV March 31, 2026
Banker Investment Group is an SEC registered investment adviser organized as a corporation with a primary office location in West Lafayette, IN. Its latest Form ADV filing, dated March 31, 2026, reports $260M in regulatory assets under management, 4 employees, and 952 accounts.
Assets Under Management
$260M
Employees
4
Offices
--
Total Clients
468
Primary office
WEST LAFAYETTE, IN
1241 CUMBERLAND AVENUE, SUITE B, WEST LAFAYETTE, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.1% of total clients.
Top client categories% of clientsClients
1
Individuals
79.1%
370
2
HNWI
20.7%
97
3
Pension Plans
0.2%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$260Mas of March 31, 2026
Discretionary100.0%
$260M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$260M
Total Accounts952
10Y AUM Change+$125M (+91.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee117:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.