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- Custodian
- Betterment ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-23-2004
- Office Locations
- 2
Office Locations
About Phillips Financial
Phillips Financial is an Indiana-based RIA providing personalized financial planning and portfolio management for individuals, families, and business owners, plus advisory work for employers on benefits and retirement plans. The investment approach centers on disciplined asset allocation using a mix of active and index strategies. Established in 2004; custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RICHARD LYNN PHILLIPS JR
Chief Executive Officer, Managing Member
- CRD
- #705499
- Ownership
- 25% but less than 50%
BEN JASON LANGEL
Chief Executive Officer, Owner
- CRD
- #6436952
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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BENJAMIN ADAM BATT
Partner
- CRD
- #6437003
Duncan Bowie
Advisor
- CRD
- #7488666
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,292,594,620 | $714,426 |
| Non-Discretionary | $343,898,880 | $6,252,707 |
| Total | $2,636,493,500 | $807,749 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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