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CRD 151976
FISHERS, IN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MICHAEL ROBERT MATHIOUDAKIS | n/a | FISHERS, IN | 16 | 31 | 4 | no |
| BRADLEY ERIC GRABER | Certified Financial Planner | FISHERS, IN | 16 | 30 | 2 | no |
| ADAM THOMAS ZOELLER | n/a | FISHERS, IN | 3 | 19 | n/a | no |
| JULIAN OCEA STRICKLAND | Certified Financial Planner | FISHERS, IN | 2 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GRABER, BRADLEY, ERIC | CHIEF COMPLIANCE OFFICER & INVESTMENT ADVISER REPRESENTATIVE | Na | yes | 11/2024 | Feb 6, 2026 | Feb 6, 2026 |
| MATHIOUDAKIS, MICHAEL, ROBERT | MANAGING MEMBER | E | yes | 09/2009 | Feb 6, 2026 | Feb 6, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 6, 2026 | $121M | $87.7M | 4 | 4 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $121M | n/a | n/a | n/a | n/a | 4 | n/a | 0 | n/a |