Thurston, Springer, Miller, Herd & Titak, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
138
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 organized as a corporation with domestic ownership. Public filings and snapshots provide limited detail about its client-facing services or specific advisory processes, but the firm reports a sizeable discretionary asset base and appears to act as an asset manager allocating across both public securities and external alternative managers. The firm is not characterized as an active ESG investor, and available metadata indicates it is not a multi-state adviser or a pension consultant.

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 8
  • James Stevens

    James Stevens

    Chief Executive OfficerCRD 4428134

  • Matthew Reynolds

    Matthew Reynolds

    President, Chief Financial OfficerCRD 4077413

  • Christian Taylor

    Christian Taylor

    Chief Compliance OfficerCRD 5462381

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Contacts

3 of 130
  • Joel Cox

    Joel Cox

    Financial AdvisorCRD 5710438

  • Steven Kuza

    Steven Kuza

    AdvisorCRD 5737931

  • Christopher Esser

    Christopher Esser

    Vice President of InvestmentsCRD 5742446

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 249

Active vs passive

$24.5M in ETFs

Passive

71%

$17.4M

Active

24%

$7.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$1.8M2,5967.42%

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