# Ambrose Capital Advisors, LLC

> Ambrose Capital Advisors, LLC is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 341604
- Filed as: AMBROSE CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341604
- AdvisorCensus page: https://advisorcensus.com/firm/ambrose-capital-advisors-llc-indianapolis-in-341604

## Quick answers

**How is Ambrose Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ambrose Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ambrose Capital Advisors, LLC located?**
Ambrose Capital Advisors, LLC's principal office is in Indianapolis, IN, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Ambrose Capital Advisors, LLC registered with the SEC or a state?**
Ambrose Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 341604.

**How much does Ambrose Capital Advisors, LLC manage?**
Ambrose Capital Advisors, LLC reports $228,250,000 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (100% discretionary).

**What types of clients does Ambrose Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Ambrose Capital Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/341604

**What changed in Ambrose Capital Advisors, LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $0 to $228,250,000.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $228,250,000
- Discretionary: $228,250,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $228,250,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 48 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Denver, CO
- Fort Lauderdale, FL

### Websites listed on Form ADV (Item 1.I)
- [ambrosepg.com](https://ambrosepg.com)
- LinkedIn @ambrose-property-group

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $0 to $228,250,000.

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ambrose Capital Advisors, LLC (CRD 341604): Form ADV filing data as of October 2026.
