RIA Intel›Advisers›Indiana›HOULIHAN ASSET MANAGEMENT LLC

HOULIHAN ASSET MANAGEMENT LLC

Advisory

FORT WAYNE, IN

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

Average account

$578K

across 90 accounts

AUM per adviser

$52M

1 advisers

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

Total AUM

$52M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$52M

Discretionary AUM$40M

Non-Discretionary AUM$12M

Discretionary %76.9%

Total Clients29

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

29 clients

The full client-type breakdown and the share of AUM each category represents.

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