INDIANAPOLIS, INCRD 169100Registration Status: ApprovedEffective since April 10, 2026Latest ADV April 14, 2026
Precedent Financial Strategies is an SEC registered investment adviser organized as a limited liability company with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated April 14, 2026, reports $111M in regulatory assets under management, 3 employees, and 278 accounts.
Assets Under Management
$111M
Employees
3
Offices
--
Total Clients
74
Primary office
INDIANAPOLIS, IN
9000 KEYSTONE CROSSING, SUITE 145, INDIANAPOLIS, IN, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.6% of total clients.
Top client categories% of clientsClients
1
HNWI
71.6%
53
2
Individuals
28.4%
21
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$111Mas of April 14, 2026
Discretionary100.0%
$111M
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$111M
Total Accounts278
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee25:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.