Sbauer Funds, LLC
Sbauer Funds, LLC is an SEC-registered ria in Carmel, IN with $61.3M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Sbauer Funds, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144782, SEC 801-68332, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $61.3M (2026-02-25)
- Firm type
- Ria
- Location
- Carmel, IN
- Employees
- 7
- CRD
- 144782
- Ownership
- AUER, ROBERT, CARL; GILREATH, DAVID, SHEAFF; SHEAFF BROCK INVESTMENT ADVISORS, LLC; BROCK, RONALD, ROBERT; SHEAFF BROCK CAPITAL MANAGEMENT, LLC
How much AUM does Sbauer Funds, LLC have?
Sbauer Funds, LLC reported $61.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Sbauer Funds, LLC?
Disclosed owners and executives of Sbauer Funds, LLC include AUER, ROBERT, CARL, GILREATH, DAVID, SHEAFF, SHEAFF BROCK INVESTMENT ADVISORS, LLC, BROCK, RONALD, ROBERT, SHEAFF BROCK CAPITAL MANAGEMENT, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.