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PARK AND ELM INVESTMENT ADVISERS LLC

Advisory

CARMEL, IN

Data as of Feb 2, 2026 · Source: SEC Form ADV

Rank in IN
#228
of 270 advisers by AUM
AUM CAGR, 3 year
0.0%
compound annual growth
Average account
$158K
across 560 accounts
AUM per adviser
$29M
3 advisers
Filing history
11
filings since 2008

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM
$88M
1-Year AUM Growth
—
3-Year CAGR
0.0%
Employees
3
Assets Under Management
Total AUM$88M
Discretionary AUM$88M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients264
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record11
First FilingJan 16, 2008
Latest FilingFeb 2, 2026
Full AUM trend chart and 11 historical filings spanning 18+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, OH, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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