← Directory
MJ RETIREMENT
Legal name: PROCOURSE FIDUCIARY ADVISORS, LLC
CRD 164328File 801-76741
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.49B
Top 25% of cohort (national)
Discretionary AUM
$1.80B
Non-discretionary $3.70B
Clients
192
303 accounts
Employees
11
Top 10% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 7, 2012
- Principal office
- 571 MONON BLVD, SUITE 400, CARMEL, IN, 46032
- Phone
- 317-805-7500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.49B
- Discretionary AUM
- $1.80B
- Non-discretionary AUM
- $3.70B
- Discretionary accounts
- 180
- Non-discretionary accounts
- 123
- Total accounts
- 303
- AUM per client
- $28.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $75.5M |
| Pension and profit sharing plans | 153 | $5.38B |
| Individuals (other than high net worth individuals) | 18 | $5.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 193 | 192 | decreased by1 |
| Apr 1, 2026 | Employees | 13 | 11 | decreased by2 |
| Apr 1, 2026 | Clients | 198 | 193 | decreased by5 |
| Apr 1, 2026 | AUM | $5,071,033,397 | $5,492,591,864 | increased by$421,558,467 |
| Apr 1, 2026 | Accounts | 323 | 303 | decreased by20 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 13 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 174 | 198 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,266,711,645 | $5,071,033,397 | decreased by$195,678,248 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 296 | 323 | increased by27 |
| Apr 1, 2022 | Clients | 165 | 174 | increased by9 |
| Apr 1, 2022 | AUM | $4,945,909,652 | $5,266,711,645 | increased by$320,801,993 |
| Apr 1, 2022 | Accounts | 165 | 296 | increased by131 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MJ RETIREMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MJ RETIREMENT” may also match similarly-named firms). Confirm identity against each filing.
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.