RIA IntelAdvisersIndianaSANTEFORT INVESTMENT GROUP, LLC

SANTEFORT INVESTMENT GROUP, LLC

Advisory

SCHERERVILLE, IN

Data as of Feb 3, 2026 · Source: SEC Form ADV

Rank in IN
#200
of 270 advisers by AUM
Average account
$142K
across 762 accounts
AUM per adviser
$108M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM
$108M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$108M
Discretionary AUM$108M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients456
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL, IN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

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

INVESTMENT ADVISORS OF INDIANAPOLIS INC
INDIANAPOLIS, IN
$108M
+14.0% 1Y
SECURESTATE FINANCIAL SERVICES, INC.
PENDLETON, IN
$107M
CFG WEALTH MANAGEMENT SERVICES INC
INDIANAPOLIS, IN
$110M
-9.1% 1Y
WISDOM WEALTH ABUNDANCE, LLC
COLUMBUS, IN
$106M
PAMPEL & ASSOCIATES, INC.
MONTICELLO, IN
$105M
-1.3% 1Y
PRECEDENT ASSET MANAGEMENT, LLC
INDIANAPOLIS, IN
$111M

Get the full picture on SANTEFORT INVESTMENT GROUP, LLC

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

Create a free account →See plans