RIA Intel›Advisers›Indiana›NAAB, JUSTIN M.

NAAB, JUSTIN M.

Advisory

IN

Data as of Jan 11, 2026 · Source: SEC Form ADV

Average account

$115K

across 57 accounts

AUM per adviser

$7M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 11, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients57

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIN

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

57 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in IN

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

VASQUEZ FINANCIAL CONSULTING LLC

$7M

WISE WEALTH LLC

$6M

$6M

TURPIN & ASSOCIATES INC

INDIANAPOLIS, IN

$6M

DAVISON WEALTH MANAGEMENT, LLC

$6M

KINGDOM FINANCIAL, LLC

$7M

Get the full picture on NAAB, JUSTIN M.

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

Create a free account →See plans