Indie Asset Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Carmel, IN. Its latest Form ADV filing, dated March 19, 2026, reports $685M in regulatory assets under management, 9 employees, and 764 accounts.
Assets Under Management
$685M
Employees
9
Offices
--
Total Clients
313
Primary office
CARMEL, IN
10 EAST MAIN STREET, SUITE 220, CARMEL, IN, United States
Top client segmentIndividuals represent 49.5% of total clients.
Top client categories% of clientsClients
1
Individuals
49.5%
155
2
HNWI
47.0%
147
3
Pooled Investment Vehicles
1.9%
6
4
Corporations
1.3%
4
5
Charitable
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$685Mas of March 19, 2026
Discretionary92.3%
$632M
92% of total RAUM92.3%
Non-discretionary7.7%
$53M
8% of total RAUM7.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$685M
Total Accounts764
10Y AUM Change+$523M (+323.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee35:1
10Y Employee Change+6 (+200.0%)
* 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.