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
Nearside Advisors, LLC
Latest filing Aug 10, 2026
First filing on the tape May 7, 2026 · 2 filings
SEC status approved since May 1, 2026
RAUM
$189M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$189M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$62.9M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$189M as of Aug 10, 2026
May 7, 2026$0 then
HNW client RAUM: $158M
State-registered IARs (5.B.3)3 as of Aug 10, 2026
May 7, 20262 then
Employees (5.A)3 as of Aug 10, 2026
May 7, 20262 then
Private funds: no history
Practice profile
derived from the filing of Aug 10, 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
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $62.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 38derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.5MderivedHNW RAUM over HNW clients
- Average account
- $630,711derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $10.3M, 1 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Firms absorbed, 24 months
- 1derivedhalf or more of a firm's advisors moved here within 14 days
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$158M84%
- Individuals$30.9M16%
- Individual clients
- 68reported
- HNW clients
- 45reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 299reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $10.3M for 1 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Julie Michelle Dant | Indianapolis, In | May 6, 2026 | 19 y | 3 |
| Mark Robert HildebrandCertified Financial Planner | Indianapolis, In | May 6, 2026 | 18 y | 3 |
| Mark Elliott Idzik | Indianapolis, In | Jun 2, 2026 | 10 y | 1 |
Advisor movement
0 left, 3 joined in 12 months
net +3 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Mark Elliott Idzik from Holistic Financial Partners, LLCJun 2, 2026 · RIA to a newly registered adviser
- Julie Michelle Dant from Holistic Financial Partners, LLCMay 6, 2026 · RIA to a newly registered adviser
- Mark Robert Hildebrand from Holistic Financial Partners, LLCMay 6, 2026 · RIA to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from Holistic Financial Partners, LLCMay 11, 2026 · Indianapolis, In · Firm absorbed
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Robert Mark Hildebrand · Managing Member And Ccocontrolsince 04/2026 · owns 75% or more
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 | 3 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Aug 10, 2026custody of client assets (Item 9.A): no on the filing of 2026-05-07, yes on the filing of 2026-08-10peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 0 to 299May 7, 2026 to Aug 10, 2026
- Advisory employees · 2 to 3May 7, 2026 to Aug 10, 2026
- HNW clients · unset to 45.0May 7, 2026 to Aug 10, 2026
- Individual clients · unset to 68.0May 7, 2026 to Aug 10, 2026
- Assets in custody · unset to 10285865.0May 7, 2026 to Aug 10, 2026
- Custody of client assets · false to trueMay 7, 2026 to Aug 10, 2026
- Employees · 2 to 3May 7, 2026 to Aug 10, 2026
- Financial planning clients · 0 to 101-250May 7, 2026 to Aug 10, 2026
- State-registered IARs · 2 to 3May 7, 2026 to Aug 10, 2026
- Discretionary RAUM · $0 to $189MMay 7, 2026 to Aug 10, 2026
- HNW RAUM · unset to 157654834.0May 7, 2026 to Aug 10, 2026
- Individual RAUM · unset to 30927840.0May 7, 2026 to Aug 10, 2026
- RAUM · $0 to $189MMay 7, 2026 to Aug 10, 2026
Signals
1 dated events
- Holistic Financial Partners, LLC's advisors moved to Nearside Advisors, LLC (Indianapolis, IN): 3 of 4 registered, within 8 daysMay 11, 2026 · Firm absorbed (people side) · derived
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
- Website
- nearsideadvisors.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 317-610-6650reportedpublic record, Form ADV, Aug 10, 2026
- Contact form
- nearsideadvisors.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- nearsideadvisors.com/meet-the-teamreportedpublished by the firm, firm site, Sep 15, 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
- $62.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026