Aydt Investment Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$46,281,115
Clients
130
Advisors
1
of 2 employees
About
Aydt Investment Management, Inc. provides investment supervisory services and financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm charges asset‑based advisory fees and implements portfolios using exchange‑traded funds, no‑load mutual funds, common stocks, bonds, and other publicly available securities.
The firm follows an asset‑allocation approach and typically manages client accounts on a discretionary basis, with periodic reviews to align portfolios with clients’ objectives and risk tolerances. It also manages a small pooled investment vehicle — an investment club — on a non‑discretionary basis and offers separate, fee‑based financial planning engagements when clients need more comprehensive advice.
The firm’s principal also operates a part‑time tax accounting practice (CPA) and the two practices occasionally refer clients to one another without a formal referral or compensation arrangement. The combination of CPA/CFP credentials, service to a pooled investment club, and work with charitable organization clients is relatively uncommon among similar solo independent advisers and shapes the firm’s cross‑disciplinary service offering.
Client services
Expertise
Fee options
Fixed fees for financial planning services are available and negotiated on a case-by-case basis
Financial planning and investment advisory services hourly rate $300 per hour
Minimum fee: Minimum quarterly fee of $25 per account, which may be waived at the discretion of the Advisor Fee-only: Financial planning fees generally $300 per hour; fees negotiable and may be waived
Main office
2552 Waterbridge Way
Evansville IN 47710
Advisors at this office
1
Most active in
Illinois · Indiana · Kentucky · Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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