# 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.

- CRD: 314858
- Filed as: INDEXPERTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314858
- AdvisorCensus page: https://advisorcensus.com/firm/indexperts-llc-charlotte-nc-314858

## Quick answers

**How 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.

**How much does Indexperts, LLC charge?**
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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 28, 2025)

- Asset-based fee: 0.5% of assets a year

> 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

> There is no minimum account size requirement for institutional accounts managed by Indexperts.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $100,888,502
- Discretionary: $100,888,502
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 3 | $100,888,502 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 2 | July 12, 2021 |
| October 2022 | Not reported | 2 | August 26, 2022 |
| October 2023 | $0 | 2 | March 31, 2023 |
| October 2024 | Not reported | 2 | July 10, 2024 |
| October 2025 | Not reported | 2 | March 28, 2025 |
| October 2026 | $100,888,502 | 4 | March 26, 2026 |

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.

## Changes in the filing (last 12 months)

### December 2025
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Indexperts, LLC (CRD 314858): Form ADV filing data as of October 2026.