RIA Intel›Advisers›Indiana›40/86 ADVISORS, INC.

40/86 ADVISORS, INC.

Advisory

N·CARMEL, IN

Data as of Apr 22, 2026 · Source: SEC Form ADV

Total AUM
$30.5B
1-Year AUM Growth
+9.5%
3-Year CAGR
-0.1%
Employees
84
Assets Under Management
Total AUM$30.5B
Discretionary AUM$30.5B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients16
Team
Total Employees84
Investment Advisers84
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record48
First FilingJan 31, 2001
Latest FilingApr 22, 2026
🔒 Full AUM trend chart and 48 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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