1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2KSM CAPITAL ADVISORS, LLC

Map pinINDIANAPOLIS, IN
Phone317-571-3400
NotebookSEC #801-64058
Total AUM
$375.4M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 EAST 96TH STREET
SUITE 500
INDIANAPOLIS
IN 46240
United States
Operating Hours
8:00A.M. TO 5:00P.M.
Monday - Friday
Phone
317-571-3400

ReceiptFinancials

Total AUM
$375.4M
Accounts
889
Discretionary
$290.6M
Accounts
847
Non-Discretionary
$84.8M
Accounts
42

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLIN

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account