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40/86 ADVISORS, INC.
CRD 107740File 801-17857
APPROVED
Filing as of Apr 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$30.50B
Top 10% of cohort (national)
Discretionary AUM
$30.50B
Clients
13
13 accounts
Employees
84
Top 10% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 20, 1982
- Principal office
- 11299 ILLINOIS STREET, SUITE 200, CARMEL, IN, 46032
- Phone
- 317-817-4086
- Website
- https://4086.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $30.50B
- Discretionary AUM
- $30.50B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 13
- Non-discretionary accounts
- 0
- Total accounts
- 13
- AUM per client
- $2.35B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $412.9M |
| Insurance companies | 7 | $29.78B |
| Pooled investment vehicles | 3 | $298.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.