RIA Intel›Advisers›Indiana›BEST CASE FINANCIAL LLC

BEST CASE FINANCIAL LLC

Advisory

GREENCASTLE, IN

Data as of Aug 20, 2026 · Source: SEC Form ADV

Average account
$83K
across 16 accounts
AUM per adviser
$1M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 20, 2026.

Total AUM
$1M
Discretionary %
100%
Clients
5
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$1M
Discretionary AUM$1M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

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

AVERTRUST WEALTH LLC
$1M
PILOT RETIREMENT SERVICES, LLC
FT. WAYNE, IN
$1M
-98.2% 1Y
POTTS, HANNAH & FISCHER WEALTH MANAGEMENT GROUP, LLC
INDIANAPOLIS, IN
$1M
PATTON MILES, LLC
INDIANAPOLIS, IN
$1M
TRUELL FINANCIAL LLC
$1M
OXFORD CAPITAL MANAGEMENT LLC
WEST LAFAYETTE, IN
$1M

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