$43.5M Total AUM
$40.6M Disc. AUM
-- 3Y CAGR
2 Employees
87 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- Beacon ridgeRidge +more
- Established Date
- 09-28-2020
- Office Locations
- 1
Office Locations
9247 N. Meridian Street Suite 206 Indianapolis IN
About Northbound Wealth
Northbound Wealth is an independent Indianapolis-based advisory firm serving individual investors, business owners, and entrepreneurs. The team provides investment management and broader financial planning guidance, emphasizing education and staying disciplined through market shifts. Portfolios make meaningful use of ETFs and public funds alongside fixed income, with custody including Charles Schwab.
Team overview
41 AVG AGE
$43.5M AVG AUM / ADVISOR
$500.5K AVG AUM / CLIENT
5.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Element fusion Legacy Momentum signal Oak Capital Focus beacon Vertex signal Frontier optima Prime quantum
Client Personas
Delta Pioneer pathway
Custodian
North pioneer Summit Wave Bridge Optima Catalyst Atlas Timber Prime Quantum beacon Atlas vertex
Investment Themes
Optima momentum Ember Alpha foundation Pioneer timber Ridge value Prime
Investment Vehicles
Pathway Element crest Summit optima
Platform
Legacy
Services
Atlas glacier Eagle Unison delta Summit meridian Horizon Focus legacy Matrix beacon Delta meridian Glacier insight Momentum foundation Ridge
Technology
Ridge Fusion Meridian alpha
Owner & Executives
BRENT MICHAEL FOSTER
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #5054998
- Ownership
- 75% or more
(518) 537-8765
wave.ridge@signalcapital.com
in linkedin.com/in/insight-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,642,915 | -- |
| Non-Discretionary | $2,901,309 | -- |
| Total | $43,544,224 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,544,224
Equity - Exchange:
9.0% Public Funds:
6.6% Cash:
12.8% Private Funds:
8.9% Corporate - Investment Grade:
16.0% Equity - OTC:
14.4% Municipal Bonds:
17.2% U.S. Government/Agency:
15.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $264,769,195 | 9.0% |
| Public Funds | $194,164,076 | 6.6% |
| Cash | $376,560,633 | 12.8% |
| Private Funds | $261,827,315 | 8.9% |
| Corporate - Investment Grade | $470,700,791 | 16.0% |
| Equity - OTC | $423,630,712 | 14.4% |
| Municipal Bonds | $506,003,351 | 17.2% |
| U.S. Government/Agency | $444,223,873 | 15.1% |
| Total | $2,941,879,946 | 100.0% |