RIA Intel›Advisers›Indiana›CIRCLE CITY WEALTH MANAGEMENT LLC

CIRCLE CITY WEALTH MANAGEMENT LLC

Advisory

CARMEL, IN

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in IN
#215
of 270 advisers by AUM
Average account
$364K
across 263 accounts
AUM per adviser
$96M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM
$96M
Discretionary %
100%
Clients
104
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$96M
Discretionary AUM$96M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients104
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

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

SMART CHOICE FINANCIAL PLANNING, INC.
$96M
ATIS, INC
HIGHLAND, IN
$96M
ELPIS CAPITAL GROUP, LLC
FISHERS, IN
$95M
NORWOOD ECONOMICS, INC.
FISHERS, IN
$97M
CARDINAL CAPITAL MANAGEMENT, LLC
MUNCIE, IN
$95M
BENHAM WEALTH MANAGEMENT, LLC
GREENWOOD, IN
$94M

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