DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Market Street Wealth Management Advisors, LLC
Latest filing May 20, 2026
First filing on the tape Feb 16, 2012 · 46 filings
SEC status approved since Jan 2, 2004
RAUM
$776M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
98%
$761M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$97.0M
derived; firm RAUM over IAPD count
Employees
12
8 advisory (5.B.1)
Offices
7
beyond the principal office
Private funds
0
reported on Schedule D
History
46 filings and snapshots on the tape
RAUM$776M as of May 20, 2026
Feb 16, 2012$138M then
HNW client RAUM$664M as of May 20, 2026
Mar 16, 2018$239M then
State-registered IARs (5.B.3)8 as of May 20, 2026
Feb 14, 20134 then
Employees (5.A)12 as of May 20, 2026
Feb 14, 20135 then
Private funds: no history
RAUM +9.1% over the last fiscal year+16% a year over threeIARs 9 to 8offices 9 to 7
Practice profile
derived from the filing of May 20, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $97.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 53derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.3MderivedHNW RAUM over HNW clients
- Average account
- $458,356derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 1.0derived8 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.7%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Custody
- $42.7M, 66 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$664M86%
- Individuals$96.3M12%
- Corporations and businesses$10.8M1.4%
- Charitable organizations$3.7M0.5%
- Pension and profit-sharing plans$940,0500.1%
- Individual clients
- 222reported
- HNW clients
- 200reported
- Pension plan clients
- n/areported
- Charitable clients
- 5reported
- Accounts
- 1,693reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $42.7M for 66 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Katie Jo FischerCertified Financial Planner | Indianapolis, In | Oct 21, 2014 | 13 y | 0 |
| Jessica Lynn BokhartCertified Financial Planner | Crawfordsville, In | Oct 30, 2014 | 20 y | 0 |
| Kyle B ThompsonCertified Financial Planner | Indianapolis, In | May 15, 2015 | 15 y | 1 |
| Patrick Kyle Roberts | Indianapolis, In | Oct 19, 2015 | 11 y | 1 |
| Aaron Randel Paul WilliamsCertified Financial Planner | Indianapolis, In | Mar 27, 2017 | 10 y | 0 |
| Austin B AngelCertified Financial Planner | Indianapolis, In | Jan 3, 2020 | 12 y | 0 |
| Douglas Robert Oneill | Indianapolis, In | Jan 8, 2024 | 18 y | 1 |
| Adriane Dale Kulczar | Noblesville, In | Feb 12, 2024 | 19 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Jared Austin Defore to Onward Fi, LLCJun 16, 2023 · RIA to a state-registered adviser
- Andrew Lee Feutz to Migration Wealth Management, LLCFeb 24, 2022 · RIA to a state-registered adviser
- Alexis Lynn Woodward to Blend WealthJul 29, 2021 · RIA to a state-registered adviser
- Timothy Brad Woodward to Shoreline Wealth AdvisorsJul 2, 2018 · RIA to RIA
- Brenda Kay Baier to Shoreline Wealth AdvisorsOct 8, 2015 · Other
- Brian O. Wright to Unitewright, LLCOct 21, 2014 · Other
Joined, latest
- Douglas Robert Oneill from Raymond James & Associates, Inc.Jan 8, 2024 · Affiliated broker-dealer or bank to independent RIA
- Patrick Kyle Roberts from Veros Partners, Inc.Oct 19, 2015 · Other
- Kyle B Thompson from Veros Partners, Inc.May 15, 2015 · Other
- Brenda Kay Baier from Hufford Advisors, LLCNov 11, 2014 · Other
- Brian O. Wright from Hufford Financial Advisors, LLCJun 1, 2011 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Lynn Jessica Bokhart · Senior Financial Planner/Managing Partnercontrolsince 01/2016 · owns 25% to 50%
- Jay Kevin Ervin · Senior Financial Plannercontrolsince 10/2001 · owns 10% to 25%
- Jo Katie Fischer · Chief Compliance Officer/Senior Financial Plannercontrolsince 06/2018 · owns 10% to 25%
- Kyle Patrick Roberts · Senior Investment Advisorcontrolsince 01/2022 · owns 10% to 25%
- B Kyle Thompson · Senior Financial Plannercontrolsince 01/2016 · owns 25% to 50%
- Randel Paul Aaron Williams · Senior Financial Plannercontrolsince 01/2022 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Indianapolis, In · principal | 8 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Crawfordsville, IN1 employees
- , 1 employees
What changed
consecutive filings, newest first
- State-registered IARs · 9 to 8Apr 1, 2026 to May 20, 2026
- Other offices · 9 to 7Apr 1, 2026 to May 20, 2026
- Accounts · 1,651 to 1,693Oct 9, 2025 to Mar 18, 2026
- Advisory employees · 9 to 8Oct 9, 2025 to Mar 18, 2026
- Charity clients · unset to 5.0Oct 9, 2025 to Mar 18, 2026
- HNW clients · 178 to 200Oct 9, 2025 to Mar 18, 2026
- Individual clients · 241 to 222Oct 9, 2025 to Mar 18, 2026
- Assets in custody · $45.3M to $42.7MOct 9, 2025 to Mar 18, 2026
- Discretionary RAUM · $709M to $769MOct 9, 2025 to Mar 18, 2026
- HNW RAUM · $558M to $664MOct 9, 2025 to Mar 18, 2026
- Individual RAUM · $105M to $96.3MOct 9, 2025 to Mar 18, 2026
- Non-discretionary RAUM · $2.1M to $6.7MOct 9, 2025 to Mar 18, 2026
- Pension RAUM · $753,527 to $940,050Oct 9, 2025 to Mar 18, 2026
- RAUM · $711M to $776MOct 9, 2025 to Mar 18, 2026
- Accounts · 1,543 to 1,651Sep 10, 2024 to Apr 1, 2025
- Advisory employees · 8 to 9Sep 10, 2024 to Apr 1, 2025
- HNW clients · 155 to 178Sep 10, 2024 to Apr 1, 2025
- Individual clients · 247 to 241Sep 10, 2024 to Apr 1, 2025
- Assets in custody · $36.2M to $45.3MSep 10, 2024 to Apr 1, 2025
- Employees · 11 to 12Sep 10, 2024 to Apr 1, 2025
- Financial planning clients · 251-500 to 251-500Sep 10, 2024 to Apr 1, 2025
- State-registered IARs · 8 to 9Sep 10, 2024 to Apr 1, 2025
- Discretionary RAUM · $568M to $709MSep 10, 2024 to Apr 1, 2025
- HNW RAUM · $460M to $558MSep 10, 2024 to Apr 1, 2025
- Individual RAUM · $109M to $105MSep 10, 2024 to Apr 1, 2025
- Non-discretionary RAUM · $3.6M to $2.1MSep 10, 2024 to Apr 1, 2025
- Pension RAUM · $1.0M to $753,527Sep 10, 2024 to Apr 1, 2025
- RAUM · $572M to $711MSep 10, 2024 to Apr 1, 2025
- Accounts · 1,491 to 1,543Jan 19, 2024 to Mar 19, 2024
- Advisory employees · 10 to 8Jan 19, 2024 to Mar 19, 2024
- HNW clients · 146 to 155Jan 19, 2024 to Mar 19, 2024
- Individual clients · 240 to 247Jan 19, 2024 to Mar 19, 2024
- Assets in custody · $6.1M to $36.2MJan 19, 2024 to Mar 19, 2024
- State-registered IARs · 7 to 8Jan 19, 2024 to Mar 19, 2024
- Other offices · 8 to 9Jan 19, 2024 to Mar 19, 2024
- Discretionary RAUM · $489M to $568MJan 19, 2024 to Mar 19, 2024
- HNW RAUM · $390M to $460MJan 19, 2024 to Mar 19, 2024
- Individual RAUM · $99.2M to $109MJan 19, 2024 to Mar 19, 2024
- Non-discretionary RAUM · $2.6M to $3.6MJan 19, 2024 to Mar 19, 2024
- Pension RAUM · $1.3M to $1.0MJan 19, 2024 to Mar 19, 2024
Signals
6 dated events
- Jared Austin Defore left Market Street Wealth Management Advisors, Llc for Onward Fi, Llc (registered 2023-06-21)Jun 16, 2023 · Advisor changed firm · fact
- Market Street Wealth Management Advisors, Llc reported 8 offices beyond its principal office, up from 1 (2021-06-24 to 2022-03-24)Mar 24, 2022 · Office count change · derived
- Market Street Wealth Management Advisors, Llc reported RAUM $570.9M, up 34% from $424.7M (2021-06-24 to 2022-03-24)Mar 24, 2022 · RAUM change · derived
- Kyle Patrick Roberts (Senior Investment Advisor) appeared on Schedule A of Market Street Wealth Management Advisors, LlcMar 24, 2022 · Control person joined · fact
- Randel Paul Aaron Williams (Senior Financial Planner) appeared on Schedule A of Market Street Wealth Management Advisors, LlcMar 24, 2022 · Control person joined · fact
- Andrew Lee Feutz left Market Street Wealth Management Advisors, Llc for Migration Wealth Management, Llc (registered 2022-02-25)Feb 24, 2022 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 317-552-0505reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 317-860-1085reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/MARKET-STREET-WEALTH-MANAGEMENT-ADVISORreportedpublic record, Form ADV, Sep 17, 2026
- Website
- MSWMA.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 317-552-0505reportedpublic record, Form ADV, May 20, 2026
- Contact form
- mswma.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $97.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026