Nearside Advisors, LLC

RIASEC Registered
Total AUM
$189M
Discretionary
$189M
100% of AUM
Avg account
$631K
Accounts
299
Employees
3
Advisory reps
3

Firm details

Headquarters
Indianapolis, Indiana
CRD number
341851
Registered since
May 1, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI83.6%
  • Individuals16.4%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Nearside Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm focuses on individual and family clients and provides financial planning and portfolio management for individuals and small businesses. It charges clients a percentage of assets under management, does not position itself as a capital allocator, and is not an active ESG investor or multi-state adviser according to its disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 53%, Exchange Traded Equities 44%, US Government Bonds 1%, State & Local Bonds 1%, Cash & Cash Equivalents 1%53%
  • Public Funds/Mutual Funds53%
  • Exchange Traded Equities44%
  • US Government Bonds1%
  • State & Local Bonds1%
  • Cash & Cash Equivalents1%

Contacts

3 of 3
  • Mark Idzik

    Mark Idzik

    Financial AdvisorCRD 6785467

  • Mark Hildebrand

    Mark Hildebrand

    Managing MemberCRD 5545392

  • Julie Dant

    Investment Advisor RepresentativeCRD 4613744

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 40

Active vs passive

$118M in ETFs

Passive

67%

$78.6M

Active

33%

$39.2M

ETFProviderStyleCategoryValueShares% of portfolio
FIRST TRUST SMITH UNCONSTRAINED BOND ETF (UCON)First TrustActiveNontraditional Bond$10.9M460,0719.27%
Unlock additional holdings →

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
1060 N Capitol Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Pile Wealth Management

RIA

Indianapolis, IN

AUM $189MTEAM 5REPS 4

Asset Management Strategies, Inc.

RIA

Indianapolis, IN

AUM $220MTEAM 8REPS 8

Ambrose Capital Advisors, LLC

RIA

Indianapolis, IN

AUM $228MTEAM 48REPS 6

Werner Financial

RIA

Indianapolis, IN

AUM $152MTEAM 5REPS 2

MFG Wealth Management, Inc.

RIA

Indianapolis, IN

AUM $146MTEAM 4REPS 4

Core Wealth Advisors

RIA

Indianapolis, IN

AUM $144MTEAM 3REPS 3
More RIAs in Indianapolis →All Indiana RIAs →