INDIANAPOLIS, INCRD 168964Latest ADV February 7, 2026
Provider Financial, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated February 7, 2026, reports $304M in regulatory assets under management, 3 employees, 1 office, and 735 accounts.
Assets Under Management
$304M
Employees
3
Offices
1 office
Total Clients
505
Primary office
INDIANAPOLIS, IN
3091 EAST 98TH STREET, SUITE 200, INDIANAPOLIS, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.4% of total clients.
Top client categories% of clientsClients
1
Individuals
58.4%
295
2
HNWI
41.6%
210
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$304Mas of February 7, 2026
Discretionary100.0%
$304M
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.
Total AUM$304M
Total Accounts735
10Y AUM Change+$164M (+117.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee168:1
10Y Employee Change+2 (+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.