AdvisorCensus / Financial advisors / North Carolina / Charlotte / Indexperts, LLC
Indexperts, LLC is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.
Quick answers
From the filingHow is Indexperts, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Indexperts, LLC reports these compensation arrangements: a percentage of assets under its management.
What does Indexperts, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 28, 2025 states: Asset-based fee: 0.5% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Indexperts, LLC located?
Indexperts, LLC's principal office is in Charlotte, NC, according to its Form ADV.
Is Indexperts, LLC registered with the SEC or a state?
Indexperts, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 314858.
How much does Indexperts, LLC manage?
Indexperts, LLC reports $100,888,502 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).
How have Indexperts, LLC's assets and staff changed since 2021?
In the Form ADV data for Indexperts, LLC: Regulatory assets under management: $0 in the October 2023 data and $100,888,502 in the October 2026 data. Total employees: 2 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Indexperts, LLC serve?
By number of clients on Form ADV Item 5.D: investment companies (3).
Does Indexperts, 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/314858
Does Indexperts, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 28, 2025 says: "There is no minimum account size requirement for institutional accounts managed by Indexperts."
What changed in Indexperts, LLC's recent Form ADV filings?
In the December 2025 filing data: Employees performing advisory functions went from 2 to 3.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.5% of assets a year
The brochure's wording
Indexperts charges its institutional client’s (the ETF’s) an annualized management fee of 0.50% based on the value of their account.
Account minimum: None
The brochure's wording
There is no minimum account size requirement for institutional accounts managed by Indexperts.
As stated in the firm's Form ADV Part 2A brochure dated March 28, 2025. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$100,888,502 as of October 2026, filing dated March 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $100,888,502 | 4 | March 26, 2026 |
| October 2025 | Not reported | 2 | March 28, 2025 |
| October 2024 | Not reported | 2 | July 10, 2024 |
| October 2023 | $0 | 2 | March 31, 2023 |
| October 2022 | Not reported | 2 | August 26, 2022 |
| October 2021 | Not reported | 2 | July 12, 2021 |
Regulatory assets under management: $0 in the October 2023 data and $100,888,502 in the October 2026 data.
Total employees: 2 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- December 2025
- Employees performing advisory functions went from 2 to 3.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Indexperts, LLC (CRD 314858): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/indexperts-llc-charlotte-nc-314858