Firm profile

Ambrose Capital Advisors, LLC

INDIANAPOLIS, INCRD 341604Registration Status: ApprovedEffective since May 5, 2026SEC # 801-136157Latest ADV September 1, 2026

Ambrose Capital Advisors, LLC 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 September 1, 2026, reports $228M in regulatory assets under management, 48 employees, 3 offices, and 1 account.

Assets Under Management

$228M

Employees

Offices

3 offices

Total Clients

—

Associated firm names

1 name listed

AMBROSE CAPITAL ADVISORS, LLC

Leadership

5 roles identified

CEOAasif M. Bade

CCOBrandi K. Shaddick

CFOStacey S. Anderson

Advisory services offered

1 types reported

Portfolio management for pooled investment vehicles

Fee models offered

2 types reported

Asset based fees

Performance-based fees

Offices & Contact

Primary office

INDIANAPOLIS, Indiana, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

View locations

Indiana

INDIANAPOLISPrimary office

Colorado

DENVER

Florida

FORT LAUDERDALE

3 office records listed · 3 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Phone1 317-573-4600 WebsiteVisit website LinkedInView profile

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$228Mas of September 1, 2026

Discretionary100.0%

$228M

100% of total RAUM100.0%

Non-discretionary0.0%

0% of total RAUM0.0%

All regulatory assets under management are discretionary.

Client Coverage Demographics

No client category data available

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$228M

Total Accounts1

10Y AUM Change+$228M

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees48

Clients per Employee—

10Y Employee Change0 (0.0%)

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.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%

AMBROSE PROPERTY GROUP, LLCDirect owner · Schedule AInterest in AMBROSE CAPITAL ADVISORS, LLC

75%+

THE BADE FAMILY DELAWARE DYNASTY TRUST IIIndirect owner · Schedule BInterest in BFO HOLDINGS II, LLC

75%+

BFO APG HOLDINGS, LLCIndirect owner · Schedule BInterest in AMBROSE PROPERTY GROUP, LLC

50% to < 75%

BFO HOLDINGS II, LLCIndirect owner · Schedule BInterest in BFO APG HOLDINGS, LLC

25% to < 50%

THE ASIF M. BADE AMENDED AND RESTATED REVOCABLE TRUSTIndirect owner · Schedule BInterest in BFO APG HOLDINGS, LLC

25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Ambrose Capital Advisors, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-09-01 · Schedules A and B

13 entries

#	Owner / person & role	Interest in entity	Reported interest	Control person	Title / status acquired	Source
1	Jason Frederic SturmanPRESIDENT & CHIEF INVESTMENT OFFICERIndividual	AMBROSE CAPITAL ADVISORS, LLC	Less than 5%Code NA	Yes	PRESIDENT & CHIEF INVESTMENT OFFICER03/2026	Schedule APDF page 26
2	Stacey Suzanne AndersonCHIEF FINANCIAL OFFICER & SENIOR VICE PRESIDENTIndividual	AMBROSE CAPITAL ADVISORS, LLC	Less than 5%Code NA	Yes	CHIEF FINANCIAL OFFICER & SENIOR VICE PRESIDENT03/2026	Schedule APDF page 26
3	Grant Kielty GoldmanCHIEF OPERATING OFFICER & EXECUTIVE VICE PRESIDENTIndividual	AMBROSE CAPITAL ADVISORS, LLC	Less than 5%Code NA	Yes	CHIEF OPERATING OFFICER & EXECUTIVE VICE PRESIDENT03/2026	Schedule APDF page 26
4	Joseph Pierce HawkinsGENERAL COUNSEL & SENIOR VICE PRESIDENTIndividual	AMBROSE CAPITAL ADVISORS, LLC	Less than 5%Code NA	Yes	GENERAL COUNSEL & SENIOR VICE PRESIDENT03/2026	Schedule APDF page 26
5	Aasif Mahmud BadeFOUNDER & CHIEF EXECUTIVE OFFICERIndividual	AMBROSE CAPITAL ADVISORS, LLC	Less than 5%Code NA	Yes	FOUNDER & CHIEF EXECUTIVE OFFICER03/2026	Schedule APDF page 26
6	AMBROSE PROPERTY GROUP, LLCMEMBERDomestic entity	AMBROSE CAPITAL ADVISORS, LLC	75% or moreCode E	Yes	MEMBER03/2026	Schedule APDF page 26
7	Brandi Kalena ShaddickOUTSOURCED CHIEF COMPLIANCE OFFICERIndividual	AMBROSE CAPITAL ADVISORS, LLC	Less than 5%Code NA	Yes	OUTSOURCED CHIEF COMPLIANCE OFFICER03/2026	Schedule APDF page 26
8	BFO APG HOLDINGS, LLCCLASS A MEMBERDomestic entity	AMBROSE PROPERTY GROUP, LLC	50% to less than 75%Code D	Yes	CLASS A MEMBER11/2020	Schedule BPDF page 26
9	BFO HOLDINGS II, LLCCLASS B MEMBERDomestic entity	BFO APG HOLDINGS, LLC	25% to less than 50%Code C	Yes	CLASS B MEMBER12/2020	Schedule BPDF page 26
10	THE ASIF M. BADE AMENDED AND RESTATED REVOCABLE TRUSTCLASS A MEMBERDomestic entity	BFO APG HOLDINGS, LLC	25% to less than 50%Code C	Yes	CLASS A MEMBER11/2020	Schedule BPDF page 26
11	THE BADE FAMILY DELAWARE DYNASTY TRUST IIMEMBERDomestic entity	BFO HOLDINGS II, LLC	75% or moreCode E	Yes	MEMBER12/2020	Schedule BPDF page 26
12	THE BRYN MAWR TRUST COMPANY OF DELAWARE, AS TRUSTEE OF THE BADE FAMILY DELAWARE DYNASTY TRUST IIMEMBERDomestic entity	BFO HOLDINGS II, LLC	Percentage not specifiedCode F	Yes	MEMBER12/2020	Schedule BPDF page 26
13	AASIF M. BADE, AS TRUSTEE OF THE ASIF M. BADE AMENDED AND RESTATED REVOCABLE TRUSTCLASS A MEMBERDomestic entity	BFO APG HOLDINGS, LLC	Percentage not specifiedCode F	Yes	CLASS A MEMBER11/2020	Schedule BPDF page 27

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

Item 11 responses have not been pulled yet for this RIA.

RIA or supervised-person involvementThe RIA’s response about whether these events involve the firm or its supervised persons is unavailable.RIA responseUnavailable

AFelonies2 Unavailable

In the past ten years, have you or any advisory affiliate:

A1Been convicted of or pleaded guilty or no contest to a felony?Unavailable
A2Been charged with a felony?Unavailable

BMisdemeanors2 Unavailable

In the past ten years, have you or any advisory affiliate:

B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?Unavailable
B2Been charged with a misdemeanor of the kind listed above?Unavailable

CSEC or CFTC actions5 Unavailable

Has the SEC or CFTC ever:

C1Found you or an advisory affiliate made a false statement or omission?Unavailable
C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?Unavailable
C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?Unavailable
C4Entered an order against you or an advisory affiliate in connection with investment-related activity?Unavailable
C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?Unavailable

DOther regulatory actions5 Unavailable

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?Unavailable
D2Found you or an advisory affiliate violated investment-related regulations or statutes?Unavailable
D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?Unavailable
D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?Unavailable
D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?Unavailable

ESelf-regulatory organization actions4 Unavailable

Has a self-regulatory organization or commodities exchange ever:

E1Found you or an advisory affiliate made a false statement or omission?Unavailable
E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?Unavailable
E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?Unavailable
E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?Unavailable

FProfessional authorizations1 Unavailable

FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?Unavailable

GPending regulatory proceedings1 Unavailable

GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?Unavailable

HCivil judicial actions and proceedings4 Unavailable

(1) Court actions

Has a domestic or foreign court:

H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?Unavailable
H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?Unavailable
H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?Unavailable

(2) Pending civil proceedings

H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?Unavailable

* 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.