# Index Portfolio Advisors, LLC

> Index Portfolio Advisors, LLC is a state-registered investment advisory firm in Stuart, FL, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 171324
- Filed as: INDEX PORTFOLIO ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Stuart, FL
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171324
- AdvisorCensus page: https://advisorcensus.com/firm/index-portfolio-advisors-llc-stuart-fl-171324

## Quick answers

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

**Where is Index Portfolio Advisors, LLC located?**
Index Portfolio Advisors, LLC's principal office is in Stuart, FL, according to its Form ADV.

**Is Index Portfolio Advisors, LLC registered with the SEC or a state?**
Index Portfolio Advisors, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171324.

**How much does Index Portfolio Advisors, LLC manage?**
Index Portfolio Advisors, LLC reports $13,150,399 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**What types of clients does Index Portfolio Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41).

**Does Index Portfolio 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171324

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $13,150,399
- Discretionary: $13,150,399
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $13,150,399 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- indexportfolioadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Index Portfolio Advisors, LLC (CRD 171324): Form ADV filing data as of October 2026.