Peloton Capital Management

Peloton Capital Management (CRD# 109775) is a financial advisory firm headquartered in Indianapolis, IN. They manage $263,052,034 in 360 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
8500 Keystone Crossing, Suite 450, Indianapolis, IN 46240
http://www.pelotonwealth.com
By the Numbers
  • Total Assets Under Management
    263
    MILLION
  • Total Number of Accounts
    360
    ACCOUNTS
  • Average Account Value
    $730,700
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, KY, TX

Financial Advisors at Peloton Capital Management
Showing 1 - 3 of 3 top financial advisors.
1
Matthew Bradley, financial advisor Indianapolis IN
Matthew K. Bradley
CRD#: 4641232
8500 Keystone Crossing, Suite 450, Indianapolis, IN 46240

Matthew Bradley (CRD# 4641232) is an Investment Advisor Representative working at Peloton Capital Management in Indianapolis, IN and has over 22 years of experience in the finance industry.

2
Stephen Carr, financial advisor Indianapolis IN
Stephen P. Carr
CRD#: 2784322
8500 Keystone Crossing, Suite 450, Indianapolis, IN 46240

Steve Carr (CRD# 2784322) is an Investment Advisor Representative working at Peloton Wealth Strategists, Inc. in Indianapolis, IN and has over 19 years of experience in the finance industry. He holds a BA in Business Administration from Taylor University, an MBA in Finance and Derivative Markets from Loyola University-Chicago, and is a CFA charterholder. 

 

Peloton manages custom investment portfolios and provides strategic financial advice on a fee-only basis. Please visit pelotonwealth.com to learn more. 

3
David Morrison, financial advisor Indianapolis IN
David W. Morrison
CRD#: 2546432
8500 Keystone Crossing, Suite 450, Indianapolis, IN 46240

David Morrison (CRD# 2546432) is an Investment Advisor Representative working at Peloton Capital Management in Indianapolis, IN and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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