THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Broker-DealerFINRA MemberEst. 1980
Total AUM
Advisory reps
140
Avg account
$0

Firm details

Headquarters
INDIANAPOLIS, Indiana
CRD number
8478
Registered since
November 21, 1980

Firm profile

FINTRX

Overview

Thurston, Springer, Miller, Herd & Titak, Inc. is a corporation that has been SEC-registered since 1980. FINTRX flags the firm as owned by a combination of a domestic entity and individuals and does not list it as acting in a capital allocator role. The platform also indicates the firm is not an active ESG investor. Public filings and holdings data show the firm manages a mix of liquid public securities alongside allocations to third‑party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Owners & executives

3 of 9
  • CYNTHIA MULONAS

    Chief Operating OfficerCRD 2967156

  • JUSTIN PRAPPAS

    Senior Project CoordinatorCRD 6644882

  • KAREN COKER

    Chief Risk OfficerCRD 2731928

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Contacts

3 of 131
  • Gavin Banta

    Associate Relationship ManagerCRD 8118032

  • JOHN PELUSO

    Executive Vice President, PartnerCRD 1902776

  • Christopher Lavelle

    Account ManagerCRD 6666630

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 431

Active vs passive

$98.8M in ETFs

Passive

77%

$75.8M

Active

20%

$23M

ETFProviderStyleCategoryValueShares% of portfolio
ALPS O'SHARES US QUALITY DIVIDEND ETF (OUSA)ALPSPassiveLarge Value$4.4M78,3984.42%

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
9000 Keystone Xing
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth