$88.2M Total AUM
$88.2M Disc. AUM
-- 3Y CAGR
3 Employees
278 ADV. Clients
18 yrs Firm Age
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- Custodian
- American Funds · Capital Group · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- MatrixRadial legacy
- Established Date
- 02-12-2008
- Office Locations
- 1
Office Locations
571 Monon Blvd. Suite 200 Carmel IN
About Park + ELM Investment Advisers
Park + Elm Investment Advisers is a Carmel, IN investment advisory firm providing investment management, financial and retirement planning, and insurance services for individuals and corporations. The firm emphasizes disciplined, long-term portfolio construction and risk management, using mutual funds and ETFs, and custodies assets at Charles Schwab.
Team overview
46 AVG AGE
$29.4M AVG AUM / ADVISOR
$317.4K AVG AUM / CLIENT
15 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Foundation Insight alpha
Custodian
Radial horizon
Investment Themes
Focus capital Radial Vertex Focus
Investment Vehicles
Glacier vital
Services
Alpha Peak Ember ridge Capital vital Peak
Technology
Oak Meridian
Owner & Executives
Kevin Fisher Ward
Chief Compliance Officer, Investment Advisor, Owner
- CRD
- #6582273
- Ownership
- 75% or more
(840) 305-3941
unison.pioneer@peakcapital.com
in linkedin.com/in/vertex-ridge
Showing 1 of 1 owners & executives
Unlock allContacts
J
JASON E COMER
Investment Advisor Representative
- CRD
- #5779270
(229) 546-8311
prime.atlas@crestcapital.com
in linkedin.com/in/quantum-vertex
K
KARA BETH HIESER
--
- CRD
- #4970376
(642) 535-6449
horizon.ridge@timbercapital.com
in linkedin.com/in/element-vertex
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,245,047 | -- |
| Non-Discretionary | $0 | -- |
| Total | $88,245,047 | -- |
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Separately Managed Accounts
Total SMA Asset: $88,245,047
Public Funds:
25.4% Equity - Exchange:
25.1% Cash:
15.1% U.S. Government/Agency:
34.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,570,098,518 | 25.4% |
| Equity - Exchange | $1,551,554,048 | 25.1% |
| Cash | $933,405,025 | 15.1% |
| U.S. Government/Agency | $2,126,432,639 | 34.4% |
| Total | $6,181,490,230 | 100.0% |