INDIANAPOLIS, INCRD 305301Latest ADV March 24, 2026
Bookends Financial Planning is an SEC registered investment adviser organized as a corporation with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated March 24, 2026, reports $338M in regulatory assets under management, 10 employees, 4 offices, and 1,336 accounts.
Top client segmentIndividuals represent 82.7% of total clients.
Top client categories% of clientsClients
1
Individuals
82.7%
431
2
HNWI
17.1%
89
3
Corporations
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$338Mas of March 24, 2026
Discretionary100.0%
$338M
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$338M
Total Accounts1,336
10Y AUM Change+$338M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee52:1
10Y Employee Change+2 (+25.0%)
* 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.