Umbaugh Cash Advisory Services, LLC

Umbaugh Cash Advisory Services, LLC (CRD# 136904) is a financial advisory firm headquartered in Indianapolis, IN. They manage $953,062,866 in 57 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    953
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $16,720,401
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

IN, MI, OH

Financial Advisors at Umbaugh Cash Advisory Services, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Mark T. Rochford
CRD#: 2209891
8365 Keystone Crossing/suite 300, Indianapolis, IN 46240
93
Wealthminder
score

Mark Rochford (CRD# 2209891) is an Investment Advisor Representative working at Umbaugh Cash Advisory Services, LLC in Indianapolis, IN and has over 26 years of experience in the finance industry.

2
Timothy R. Sutton
CRD#: 2881011
8365 Keystone Crossing/suite 300, Indianapolis, IN 46240
93
Wealthminder
score

Timothy Sutton (CRD# 2881011) is an Investment Advisor Representative working at Umbaugh Cash Advisory Services, LLC in Indianapolis, IN and has over 21 years of experience in the finance industry.

3
George L. Bawcum
CRD#: 5818542
8365 Keystone Crossing/suite 300, Indianapolis, IN 46240
87
Wealthminder
score

George Bawcum (CRD# 5818542) is an Investment Advisor Representative working at Umbaugh Cash Advisory Services, LLC in Indianapolis, IN and has 1 year of experience in the finance industry.

4
Jeffrey A. Messer
CRD#: 3271470
8365 Keystone Crossing/suite 300, Indianapolis, IN 46240
87
Wealthminder
score

Jeffrey Messer (CRD# 3271470) is an Investment Advisor Representative working at Umbaugh Cash Advisory Services, LLC in Indianapolis, IN and has 1 year of experience in the finance industry.

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