Ambrose Capital Advisors, LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
48
Advisory reps
6

Firm details

Headquarters
Indianapolis, Indiana
CRD number
341604
Registered since
May 5, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ambrose Capital Advisors, LLC is a recently registered investment adviser organized as a limited liability company and entered SEC registration in 2026. The firm’s stated advisory activity centers on portfolio management for pooled investment vehicles, and it also identifies itself as a sponsor, general partner, and managing member of such pooled vehicles. Its fee model combines a percentage-of-assets-under-management charge with performance-based fees, which is consistent with a manager operating private fund or pooled-vehicle strategies. The firm is marked as newly formed, is not a multistate adviser, and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Jason Sturman

    President & Chief Investment OfficerCRD 8243769

  • Stacey Anderson

    SVP, Chief Financial OfficerCRD 8243772

  • Grant Goldman

    Executive Vice President & Chief Operating OfficerCRD 8243781

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Contacts

2 of 2
  • Joseph Hawkins

    Senior Vice President and General CounselCRD 8243788

  • Brandi Shaddick

    CRD 8244321

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Indianapolis, IN

Marion

Location

Indianapolis, IN

Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
Marion
Address
8888 Keystone Xing
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth