Overview
Assets Under Management: $111 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 53
Average Client Assets: $1.9 million
Frequently Asked Questions
PRECEDENT FINANCIAL STRATEGIES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169100), PRECEDENT FINANCIAL STRATEGIES is subject to fiduciary duty under federal law.
PRECEDENT FINANCIAL STRATEGIES is headquartered in INDIANAPOLIS, IN.
PRECEDENT FINANCIAL STRATEGIES serves 53 high-net-worth clients according to their SEC filing dated April 14, 2026. View client details ↓
According to their SEC Form ADV, PRECEDENT FINANCIAL STRATEGIES offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PRECEDENT FINANCIAL STRATEGIES manages $111 million in client assets according to their SEC filing dated April 14, 2026.
According to their SEC Form ADV, PRECEDENT FINANCIAL STRATEGIES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.94%
Average Client Assets: $1.9 million
Total Client Accounts: 278
Discretionary Accounts: 278
Regulatory Filings
CRD Number: 169100
Filing ID: 2094553
Last Filing Date: 2026-04-14 12:53:49