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BANKER INVESTMENT GROUP
Legal name: BANKER INVESTMENT GROUP INC
CRD 109650File 801-79396
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$260.2M
Below cohort median (national)
Discretionary AUM
$260.2M
Clients
468
952 accounts
Employees
4
Below cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 24, 2014
- Principal office
- 1241 CUMBERLAND AVENUE, SUITE B, WEST LAFAYETTE, IN, 47906
- Phone
- 765-497-0197
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $260.2M
- Discretionary AUM
- $260.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 952
- Non-discretionary accounts
- 0
- Total accounts
- 952
- AUM per client
- $556K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 97 | $172.8M |
| Pension and profit sharing plans | Fewer than 5 | $1.6M |
| Individuals (other than high net worth individuals) | 370 | $85.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
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.