← Directory
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
CRD 122212File 801-62577
APPROVED
Retail clients
Custody
Filing as of May 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$776.0M
Above cohort median (national)
Discretionary AUM
$769.3M
Non-discretionary $6.7M
Clients
427
1,693 accounts
Employees
12
Above cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 2, 2004
- Principal office
- 3105 E 98TH STREET, SUITE 170, INDIANAPOLIS, IN, 46280
- Phone
- 317-552-0505
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $776.0M
- Discretionary AUM
- $769.3M
- Non-discretionary AUM
- $6.7M
- Discretionary accounts
- 1,642
- Non-discretionary accounts
- 51
- Total accounts
- 1,693
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $10.8M |
| Charitable organizations | 5 | $3.7M |
| High net worth individuals | 200 | $664.3M |
| Pension and profit sharing plans | Fewer than 5 | $940K |
| Individuals (other than high net worth individuals) | 222 | $96.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- 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.