Sbc Wealth Management

Sbc Wealth Management (CRD# 122433) is a financial advisory firm headquartered in Indianapolis, IN. They manage $414,471,504 in 1,212 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    414
    MILLION
  • Total Number of Accounts
    1,212
    ACCOUNTS
  • Average Account Value
    $341,973
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, FL, GA, IL, IN, KY, MI, NH, OH, TX

Financial Advisors at Sbc Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
Andrew K. Fairman
CRD#: 5011738
2920 East 96th Street, Indianapolis, IN 46240
96
Wealthminder
score

Andrew Fairman (CRD# 5011738) is an Investment Advisor Representative working at Sbc Wealth Management in Indianapolis, IN and has over 12 years of experience in the finance industry.

2
Scott G. Holley
CRD#: 825581
2920 East 96th Street, Indianapolis, IN 46240
93
Wealthminder
score

Scott Holley (CRD# 825581) is an Investment Advisor Representative working at Sbc Wealth Management in Indianapolis, IN and has over 14 years of experience in the finance industry.

3
Patrick B. Morrow
CRD#: 1771060
2920 East 96th Street, Indianapolis, IN 46240
93
Wealthminder
score

Patrick Morrow (CRD# 1771060) is an Investment Advisor Representative working at Sbc Wealth Management in Indianapolis, IN and has over 30 years of experience in the finance industry.

4
Erin N. Pentz
CRD#: 4737788
2920 East 96th Street, Indianapolis, IN 46240
93
Wealthminder
score

Erin Pentz (CRD# 4737788) is an Investment Advisor Representative working at Sbc Wealth Management in Indianapolis, IN and has over 11 years of experience in the finance industry.

5
Sarah B. Decamp
CRD#: 6458860
2920 East 96th Street, Indianapolis, IN 46240
89
Wealthminder
score

Sarah Decamp (CRD# 6458860) is an Investment Advisor Representative working at Sbc Wealth Management in Indianapolis, IN and has over 2 years of experience in the finance industry.

6
Carson M. Shadowen
CRD#: 3239478
2920 East 96th Street, Indianapolis, IN 46240
83
Wealthminder
score

Carson Shadowen (CRD# 3239478) is an Investment Advisor Representative working at Sbc Wealth Management in Indianapolis, IN and has over 18 years of experience in the finance industry.

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