RIA IntelAdvisersIndianaAYDT INVESTMENT MANAGEMENT, INC.

AYDT INVESTMENT MANAGEMENT, INC.

Advisory

EVANSVILLE, IN

Data as of Apr 29, 2026 · Source: SEC Form ADV

Average account
$180K
across 260 accounts
AUM per adviser
$47M
1 advisers

Source: SEC Form ADV. Figures as filed Apr 29, 2026.

Total AUM
$47M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$47M
Discretionary AUM$46M
Non-Discretionary AUM$485K
Discretionary %99%
Total Clients132
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIL, IN, KY, TN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

TRUE WEALTH STEWARDS LLC
CARMEL, IN
$48M
CROSS FINANCIAL SERVICES
FRANKLIN, IN
$46M
HARBOR SPRINGS FINANCIAL MANAGEMENT LLC
SOUTH BEND, IN
$48M
0.0% 1Y
STEELE FINANCIAL INC.
PENDLETON, IN
$49M
-1.0% 1Y
HERITAGE WEALTH MANAGEMENT, INC.
INDIANAPOLIS, IN
$44M
-24.2% 1Y
LEVER WEALTH MANAGEMENT, LLC
$50M

Get the full picture on AYDT INVESTMENT MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track AYDT INVESTMENT MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans