A complete list of active advisors currently associated with Indie Asset Partners, LLC
Warmer can help you find a great advisor at Indie Asset Partners, LLC or one who fits your needs even better.
Indie Asset Partners advises individuals (including high-net-worth clients), trusts, estates, pension and profit-sharing plans, and private investment funds, offering financial planning, portfolio management, multi-family office services and retirement-plan consulting. The firm also serves as investment adviser to several private pooled funds and requires or expects multi-family office clients to build and maintain a $5 million investment relationship over a defined period. The firm builds a Financial Profile and Investment Plan with each client and implements those plans on a discretionary or non‑discretionary basis, typically using ETFs, individual equities, mutual funds, fixed income, BDCs, DSTs and structured notes while recommending alternative investments where appropriate. It sources many alternative investments through third-party platforms (for example, iCapital), advises pooled vehicles (including affiliated private funds and multi‑series fund structures) and operates funds that assess performance-based allocations for eligible investors. Notable distinctions include a complex of affiliated entities that sponsor and manage private funds and series (creating layered adviser and manager relationships) and a private‑equity vehicle concentrated in a single pharmaceutical investment. The firm discloses that a principal also practices law and may refer clients for estate-planning work, that some affiliated funds use performance-based fee arrangements and present fund performance information, and that certain affiliated fund holdings have presented valuation and audit complexities because of illiquid underlying investments.
To learn more about the advisors currently working at Indie Asset Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Indie Asset Partners, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Carmel, IN
| 8
| |
Carmel, IN
| 11
| |
Indianapolis, IN
| 12
| |
Carmel, IN
| 24
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")