Indianapolis, IN Allison Pointe Trail Office
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Money Concepts Advisory Service
Enterprise
Firm-wide stats for Money Concepts Advisory Service
About
Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client mix that includes individual investors (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, and corporations. The firm operates as an enterprise-scale adviser managing roughly $4.07 billion in client assets through a network of several hundred advisors and multiple portfolio programs.
The firm uses model-driven and asset-allocation approaches (including modern portfolio theory), offering both discretionary and non-discretionary programs that range from proprietary model portfolios to sub-advised strategies; clients begin with an intake profile and are placed in programs that may be rebalanced or overseen on an ongoing basis. MCAS also makes regular use of third-party managers and service providers for trading, model management, and reporting, and discloses reliance on platforms such as Envestnet for back-office and model support.
Noteworthy for an enterprise adviser, MCAS operates alongside Money Concepts Capital Corp. as a registered broker-dealer and insurance general agency, and many of its investment adviser representatives are also registered representatives and licensed insurance agents, with commissions and insurance sales comprising a substantial portion of firm revenues. The dual adviser/broker-dealer structure means the firm receives economic benefits from clearing and custody relationships (including revenue sharing and distribution payments) and offers specialized services such as variable annuity management and an annuity-linking program, which distinguish it from peers that operate solely as fee-only advisory firms.
Based on Money Concepts Advisory Service
Expertise
Based on Money Concepts Advisory Service
Location
8275 Allison Pointe Trail, Suite 375
Indianapolis IN 46250
Advisors at this office
3
Advisors at this office
Rebecca M
CFP®, Series 63, Series 65
Indianapolis, IN
Money Concepts Capital Corp
Rebecca Muller is a CFP® with 43 years of experience in the financial advisory industry and has been with Money Concepts Capital Corp since 1986. She owns Circle Financial Planning, Inc., a non-investment related business, and is also involved with MERL, LLC, where she manages commercial property operations. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and service providers.
Samuel E
CFP®, Series 63, Series 65
Indianapolis, IN
Money Concepts Capital Corp
Samuel Ellsworth is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp. Prior to joining the firm, he worked at KFG Wealth Management LLC and Korhorn Financial Group. Outside of his advisory roles, Ellsworth is also involved as a financial planner and wealth coach with Circle Financial Planning. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies and operates as an enterprise-scale adviser managing over $4 billion in client assets through a broad network of advisors and portfolio programs.
Onajh P
Series 66
Indianapolis, IN
Money Concepts Capital Corp
Onajh Porter is a financial advisor at Money Concepts Capital Corp with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of finance, Porter is involved in entertainment and music distribution, owning and distributing music through various digital platforms. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation approaches, offering a range of discretionary and non-discretionary portfolio programs supported by third-party managers and service providers.
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