Sbc Wealth Management

Sbc Wealth Management (CRD# 122433) is a financial advisory firm headquartered in Indianapolis, IN. They manage $1,008,166,692 in 3,047 accounts and serve the financial needs of clients across 19 states (or territories).

Current Firm Details
2920 East 96th Street, Indianapolis, IN 46240
https://www.linkedin.com/company/sbc-wealth-management/
By the Numbers
  • Total Assets Under Management
    1,008
    MILLION
  • Total Number of Accounts
    3,047
    ACCOUNTS
  • Average Account Value
    $330,872
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, IN, KY, MI, MO, NC, NE, NH, OH, PA, TN, TX, VA, WI

Financial Advisors at Sbc Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
Sarah Decamp, financial advisor Indianapolis IN
Sarah B. Decamp
CRD#: 6458860
2920 East 96th Street, Indianapolis, IN 46240

Sarah Decamp (CRD# 6458860) is an Investment Advisor Representative working at Sbc Wealth Management in Indianapolis, IN and has over 8 years of experience in the finance industry.

2
Andrew Fairman, financial advisor Indianapolis IN
Andrew K. Fairman
CRD#: 5011738
2920 East 96th Street, Indianapolis, IN 46240

Andrew Fairman (CRD# 5011738) is an Investment Advisor Representative working at Sbc Wealth Management in Indianapolis, IN and has over 18 years of experience in the finance industry.

3
Scott Holley, financial advisor Indianapolis IN
Scott G. Holley
CRD#: 825581
2920 East 96th Street, Indianapolis, IN 46240

Scott Holley (CRD# 825581) is an Investment Advisor Representative working at Sbc Wealth Management in Indianapolis, IN and has over 20 years of experience in the finance industry.

4
Patrick Morrow, financial advisor Indianapolis IN
Patrick B. Morrow
CRD#: 1771060
2920 East 96th Street, Indianapolis, IN 46240

Patrick Morrow (CRD# 1771060) is an Investment Advisor Representative working at Sbc Wealth Management in Indianapolis, IN and has over 36 years of experience in the finance industry.

5
Erin Pentz, financial advisor Indianapolis IN
Erin N. Pentz
CRD#: 4737788
2920 East 96th Street, Indianapolis, IN 46240

Erin Pentz (CRD# 4737788) is an Investment Advisor Representative working at Sbc Wealth Management in Indianapolis, IN and has over 17 years of experience in the finance industry.

6
Kevin Sasena, financial advisor Indianapolis IN
Kevin R. Sasena
CRD#: 5735641
2920 East 96th Street, Indianapolis, IN 46240

Kevin Sasena (CRD# 5735641) is an Investment Advisor Representative working at Sbc Wealth Management in Indianapolis, IN and has over 5 years of experience in the finance industry.

7
Carson Shadowen, financial advisor Indianapolis IN
Carson M. Shadowen
CRD#: 3239478
2920 East 96th Street, Indianapolis, IN 46240

Carson Shadowen (CRD# 3239478) is an Investment Advisor Representative working at Sbc Wealth Management in Indianapolis, IN and has over 24 years of experience in the finance industry.

8
Dylan Scheid, financial advisor Indianapolis IN
Dylan H. Scheid
CRD#: 7851313
2920 East 96th Street, Indianapolis, IN 46240

Dylan Scheid (CRD# 7851313) is an Investment Advisor Representative working at Sbc Wealth Management in Indianapolis, IN and has 1 year 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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