Sbc Wealth Management

Sbc Wealth Management (CRD# 122433) is a financial advisory firm headquartered in Indianapolis, IN. They manage $353,382,309 in 1,058 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    353
    MILLION
  • Total Number of Accounts
    1,058
    ACCOUNTS
  • Average Account Value
    $334,010
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.

FL, IL, IN, KY, NH, OH, TX

Financial Advisors at Sbc Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
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 12 years of experience in the finance industry.

2
James K. Lewis
CRD#: 2551144
2920 East 96th Street, Indianapolis, IN 46240
93
Wealthminder
score

James Lewis (CRD# 2551144) is an Investment Advisor Representative working at Sbc Wealth Management in Indianapolis, IN and has over 22 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 29 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 10 years of experience in the finance industry.

5
Sarah B. Hassan
CRD#: 6458860
2920 East 96th Street, Indianapolis, IN 46240
87
Wealthminder
score

Sarah Hassan (CRD# 6458860) is an Investment Advisor Representative working at Sbc Wealth Management in Indianapolis, IN and has 1 year 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 17 years of experience in the finance industry.

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