MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

RIASEC RegisteredEst. 2004
Total AUM
$776M
Discretionary
$769M
99% of AUM
Avg account
$458K
Accounts
1,693
Employees
12
Advisory reps
9

Firm details

Headquarters
CARMEL, Indiana
CRD number
122212
Registered since
January 2, 2004
Website
mswma.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI85.6%
  • Individuals12.4%
  • Corporations / Businesses1.39%
  • Charitable Organizations0.48%
  • Pension & Profit Sharing Plans0.12%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Market Street Wealth Management Advisors, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2004 and organized as an LLC. The firm serves both individual and family clients as well as institutional investors. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Fees are charged across multiple formats — a percentage of assets under management, hourly rates and flat fees. The firm identifies as an active ESG investor and does not operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, Exchange Traded Equities 12%, Cash & Cash Equivalents 4%84%
  • Public Funds/Mutual Funds84%
  • Exchange Traded Equities12%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • KYLE THOMPSON

    Partner, CIOCRD 5824882

Contacts

3 of 8
  • DOUGLAS ONEILL

    Investment AnalystCRD 5583987

  • ADRIANE KULCZAR

    Senior ParaplannerCRD 6933860

  • AUSTIN ANGEL

    Senior Financial PlannerCRD 6660229

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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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ETF holdings

1 of 80

Active vs passive

$641M in ETFs

Passive

30%

$194M

Active

57%

$447M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL CORE FIXED INCOME ETF (DFCF)DimensionalActiveIntermediate Core Bond$65.1M1,541,72210.15%

Location

Primary office

CARMEL, IN

HAMILTON

Location

CARMEL, IN

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

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
HAMILTON
Address
3105 E 98th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth