Indexperts, LLC
Indexperts, LLC is an SEC-registered ria in Charlotte, NC with $100.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Indexperts, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314858, SEC 801-121667, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $100.9M (2026-03-26)
- Firm type
- Ria
- Location
- Charlotte, NC
- Employees
- 4
- CRD
- 314858
- Ownership
- THOMAS, STEPHEN, LINDEN; ROBERTS, DANIEL, ANTHONY; LINDEN THOMAS FINANCIAL GROUP, LLC; SMITH, DAVID, LEON; Hunt, David, Lee
How much AUM does Indexperts, LLC have?
Indexperts, LLC reported $100.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Indexperts, LLC?
Disclosed owners and executives of Indexperts, LLC include THOMAS, STEPHEN, LINDEN, ROBERTS, DANIEL, ANTHONY, LINDEN THOMAS FINANCIAL GROUP, LLC, SMITH, DAVID, LEON, Hunt, David, Lee. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.