Peloton Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Peloton Capital Management serves primarily high‑net‑worth individuals and households as well as a range of institutional clients, including corporate pension and profit‑sharing plans, foundations, and private investment funds. The firm provides fully discretionary portfolio management across several managed strategies and offers flat‑fee financial planning through its Roadmap service, in addition to advising employer‑sponsored retirement accounts.
Investment decisions are made by a small Investment Committee that meets regularly and implements portfolios on a discretionary basis, with individual accounts reviewed roughly 12–15 times per year. Strategies emphasize exchange‑traded funds, predictive‑momentum factor‑based trading, and an equity‑income sleeve (the brochure notes Equity‑Income yields exceed the S&P 500), with managed models limited to a small number of ETF or equity positions and fully customized portfolios offered for larger or retirement‑focused households.
Peloton’s profile is notable for its involvement in private‑fund activity: the firm’s principals own an entity that acts as general partner and adviser to the Peloton Tactical Equity Fund, LP, a private investment fund. The firm also delivers regular detailed portfolio reports that include multi‑period performance, makes its Brochure and ongoing disclosure materials available on its website, and concentrates its clientele on high‑net‑worth and institutional accounts rather than lower‑net‑worth retail individuals.
Client services
Expertise
Fee options
Flat fee for Road Map financial planning services
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.55%
Fees may be negotiated based on hourly rate for advisory services without managed accounts
Account minimum: $100,000 Fee-only: Flat fee for Road Map financial planning services; hourly fees may be negotiated for advisory services without managed accounts
Main office
8500 Keystone Crossing, Suite 450
Indianapolis IN 46240
Advisors at this office
3
Most active in
Florida · Indiana · Texas
Also doing business as
Elliott & Associates Inc · Peloton Capital Management · Peloton Wealth Strategists, Inc.
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Advisors at this firm
David M
Series 63, Series 65
Indianapolis, IN
Peloton Capital Management
David Morrison is a financial advisor with Peloton Capital Management in Indianapolis, IN, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Peloton Wealth Strategists, Inc. since 2019 and has held roles at PNC Bank and PNC Investments since 2016. Peloton Capital Management serves primarily high-net-worth individuals and institutional clients, offering fully discretionary portfolio management and flat-fee financial planning. The firm employs an Investment Committee to manage portfolios with strategies that emphasize exchange-traded funds, momentum-based trading, and equity income, and it is involved in private-fund activities through its role as general partner and adviser to the Peloton Tactical Equity Fund, LP.
Stephen C
Series 63, Series 65
Indianapolis, IN
Peloton Capital Management
Stephen Carr is a financial advisor at Peloton Capital Management in Indianapolis, IN, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Peloton Wealth Strategists since 2010. Peloton Capital Management serves private individuals, high-net-worth households, and institutional clients with discretionary portfolio management and a flat-fee financial planning service called Roadmap. The firm offers a range of investment strategies and custom-managed portfolios, operating as a fee-only registered investment adviser with a focus on detailed reporting and multi-account management for larger clients.
Matthew B
Series 65
Indianapolis, IN
Peloton Capital Management
Matthew Bradley is a financial advisor at Peloton Capital Management in Indianapolis, IN, holding a Series 65 designation with 24 years of industry experience. He has been with Peloton Wealth Strategists since 2009. Peloton Capital Management serves private individuals, high-net-worth households, and institutional clients with fully discretionary portfolio management and a flat-fee financial planning service called Roadmap. The firm offers a range of investment strategies and custom-managed portfolios, employing an Investment Committee that meets regularly to guide decisions and providing detailed quarterly reporting.
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