CRD: 169100
Precedent Financial Strategies
$111.5M Total AUM
$111.5M Disc. AUM
-- 3Y CAGR
3 Employees
80 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Delta crest
- Established Date
- 11-15-2013
- Office Locations
- 1
Office Locations
9000 Keystone Crossing Suite 145 Indianapolis IN
About Precedent Financial Strategies
Precedent Financial Strategies is an Indianapolis-based RIA serving high-net-worth families, focusing on diversified portfolio management alongside tax and estate planning. The firm uses ETFs as a core implementation vehicle and works with custodians such as Charles Schwab and SEI.
Team overview
48 AVG AGE
$111.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
12.7 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Glacier momentum Element delta Alpha Pioneer value
Client Personas
Capital
Custodian
Foundation timber Quantum matrix
Investment Themes
Quantum vertex Harbor
Investment Vehicles
Beacon Element
Services
Fusion Unison Crest Focus Element legacy Vital
Technology
Focus foundation
Owner & Executives
KENNETH RICHARD KLABUNDE
Chief Compliance Officer
- CRD
- #2730931
- Ownership
- 75% or more
(253) 352-6041
glacier.meridian@primecapital.com
in linkedin.com/in/horizon-summit
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,451,980 | $400,906 |
| Non-Discretionary | $0 | -- |
| Total | $111,451,980 | $400,906 |
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Separately Managed Accounts
Total SMA Asset: $111,451,980
Equity - Exchange:
16.3% Public Funds:
11.0% Cash:
14.8% Municipal Bonds:
21.2% Corporate - Investment Grade:
20.5% U.S. Government/Agency:
16.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,273,075,670 | 16.3% |
| Public Funds | $859,130,820 | 11.0% |
| Cash | $1,155,921,467 | 14.8% |
| Municipal Bonds | $1,655,779,399 | 21.2% |
| Corporate - Investment Grade | $1,601,107,438 | 20.5% |
| U.S. Government/Agency | $1,265,265,391 | 16.2% |
| Total | $7,810,280,185 | 100.0% |