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Cana Financial Advisors, LLC (Indianapolis)


Cana Financial Advisors, LLC is an adviser based in Indianapolis. It manages $42.64 million of regulatory assets for 114 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Florida, Illinois, Indiana, and Kentucky.

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Cana Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cana Financial Advisors: assets under management

The assets under management (AUM) of Cana Financial Advisors, LLC is $42.64 million. The firm's AUM has grown by 80% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38.98 million in discretionary accounts and $3.66 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $374.78 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $366.42 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cana Financial Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Indianapolis

The principal office where Cana Financial Advisors, LLC performs its advisory services is located at 7914 North Shadeland Avenue, Indianapolis, IN 46250 2041, 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 317-578-0041 or by fax 317-578-0951. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.canafinancial.com.


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