Ambrose Capital Advisors, LLC

RIASEC RegisteredEst. 2026
Total AUM
$228M
Discretionary
$228M
100% of AUM
Avg account
$228M
Accounts
1
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 an independent SEC-registered investment adviser that serves institutional clients through pooled investment vehicles. The firm functions as an adviser and as a sponsor/GP/managing member for its own pooled structures, indicating it both originates and manages the vehicles it advises. Its compensation combines a percentage-of-assets fee with performance-based fees, aligning part of its economics with fund outcomes. The firm is not marked as an active ESG investor and is not classified as a capital allocator; its business activities are concentrated on portfolio management for pooled investment vehicles.

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

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