Investment adviser · CRD 122433
SBC WEALTH MANAGEMENT
Investment adviser filing (IA)
STRATEGIC BENEFIT CONSULTANTS, INC.
INDIANAPOLIS, IN, United States · Form ADV filed Sep 30, 2024
- Regulatory AUM
- $1.01B Form ADV · Item 5.F
- Client accounts
- 3,047 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 492 | $787,987,681 | 78.2% |
| Individuals | 618 | $207,261,748 | 20.6% |
| Insurance companies | Fewer than 5 | $12,915,845 | 1.3% |
| Retirement plans | Fewer than 5 | $1,418 | 0.0% |
Filing source
Form ADV 1904349 · Sep 30, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 30, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2920 EAST 96TH STREETINDIANAPOLIS, IN, 46240, United States
CRD 122433
Filing source
Form ADV 1904349 · Sep 30, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.