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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- RadialOak
- Established Date
- 08-16-2010
- Office Locations
- 2
Office Locations
About Indie Asset Partners, LLC
Indie Asset Partners is an investment adviser serving high net worth individuals, groups, and institutions with individualized portfolio management aimed at wealth preservation, steady income, or growth. Portfolios are built across equities (common and preferred), fixed income, currencies, commodities, and alternative funds, emphasizing diversification to reduce volatility. The firm applies technical and macroeconomic analysis and a proprietary, market-condition rebalancing methodology; custody includes Charles Schwab.
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Owner & Executives
Kevin Michael Alerding
Advisor
- CRD
- #6908516
- Ownership
- 50% but less than 75%
GRADY J. GAYNOR
Chief Executive Officer, President
- CRD
- #4098375
- Ownership
- 50% but less than 75%
Summit meridian
Pioneer atlas fusion
- CRD
- #57699
- Ownership
- 5.2%
Showing 2 of 3 owners & executives
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CHARLES WILLIAM CASTINO
Partner
- CRD
- #6412121
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $632,271,464 | $836,338 |
| Non-Discretionary | $52,940,953 | $6,617,619 |
| Total | $685,212,417 | $896,875 |
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Separately Managed Accounts
Total SMA Asset: $567,992,954
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $568,036,461 | 20.8% |
| Public Funds | $371,408,456 | 13.6% |
| Cash | $436,951,124 | 16.0% |
| Private Funds | $155,663,838 | 5.7% |
| Equity - Exchange | $111,968,726 | 4.1% |
| Municipal Bonds | $275,825,397 | 10.1% |
| Corporate - Investment Grade | $406,910,734 | 14.9% |
| Other | $404,179,790 | 14.8% |
| Total | $2,730,944,526 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR FUSION | OAK CATALYST | M1ND50B36 | VKKTY | 12.21% | $85,416,937 |
| OAK DELTA BRIDGE | SIGNAL CAPITAL | FUNPN95W1 | QUDK | 10.74% | $93,138,990 |
| PEAK GLACIER OAK | RADIAL BEACON | 2NUALID5C | PKQ | 12.44% | $114,312,003 |
| CREST VITAL | VALUE MERIDIAN | GOPYLVKGU | NAWXN | 10.77% | $32,730,802 |
| SUMMIT VERTEX | GLACIER MERIDIAN | KPDXGMGHN | JVVS | 8.04% | $29,357,084 |
| RADIAL MERIDIAN | VALUE GLACIER | T7GLHHE94 | DVQWO | 1.05% | $2,355,576 |
| ZENITH FUSION | INSIGHT PIONEER | JAKBK762F | ULYC | 6.71% | $113,917,818 |
| PRIME OPTIMA SIGNAL | ALPHA LEGACY | IIQQYUZZD | SOXS | 4.25% | $2,484,210 |