RIA Intel›Advisers›Indiana›UVEST ADVISORY GROUP, LLC

UVEST ADVISORY GROUP, LLC

Advisory

IN

Data as of Jul 31, 2026 · Source: SEC Form ADV

Average account
$64K
across 166 accounts
AUM per adviser
$11M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 31, 2026.

Total AUM
$11M
Discretionary %
100%
Clients
90
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$11M
Discretionary AUM$11M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients90
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, LA, 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.

AXIS FINANCIAL, LLC
ODON, IN
$11M
ONWARD FI, LLC
$11M
OBSIDIANT PARTNERS LLC
$10M
DOYLE INVESTMENT MANAGEMENT
$10M
NYHART CONSULTING, LLC
INDIANAPOLIS, IN
$11M
WILSON HOLDINGS LLC
$10M

Get the full picture on UVEST ADVISORY GROUP, LLC

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

Create a free account →See plans