Sign in Sign up for free

Ksm Capital Advisors, LLC (Indianapolis)


Ksm Capital Advisors, LLC is a large advisory firm based in Indianapolis. It manages $375.44 million of regulatory assets for 889 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Florida, and Indiana.

Logo



Ksm Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ksm Capital Advisors: assets under management

The assets under management (AUM) of Ksm Capital Advisors, LLC is $375.44 million. The firm's AUM has grown by 190% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $290.6 million in discretionary accounts and $84.84 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $343.1 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.02 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ksm Capital Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Ksm Business Services Employee Stock Ownership Plan Shareholder 1 Jan 2001 50% - 75% 35-2155304

Based in Indianapolis

The principal office where Ksm Capital Advisors, LLC performs its advisory services is located at 800 East 96 Th Street, Indianapolis, IN 46240, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-571-3400 or by fax 317-580-2117. The normal business hours are 8:00a.m. to 5:00p.m. on Monday - Friday. You can find more information about the New York firm at www.ksmca.com.


Registered investment advisers similar to Ksm Capital Advisors, LLC