{
  "crd_number": 122212,
  "slug": "market-street-wealth-management-advisors-llc-indianapolis-in-122212",
  "primary_business_name": "MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC",
  "legal_name": "MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC",
  "dbas": [],
  "city": "Indianapolis",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "26900",
  "metro": {
    "cbsa_code": "26900",
    "common_name": "Indianapolis",
    "msa_name": "Indianapolis-Carmel-Greenwood, IN",
    "path": "/advisors/in/indianapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2004-01-02",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-05-20",
  "carried_forward": false,
  "raum_total": 775997048.0,
  "raum_discretionary": 769275841.0,
  "raum_non_discretionary": 6721207.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 12,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 3733621.0,
      "count": 5
    },
    "individuals": {
      "raum": 96255451.0,
      "count": 222
    },
    "pension_profit_sharing": {
      "raum": 940050.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 664255204.0,
      "count": 200
    },
    "corporations_other_businesses": {
      "raum": 10812722.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "GA",
    "IL",
    "IN",
    "KY",
    "MI",
    "OH",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/MARKETSTREETWEALTHMANAGEMENT",
    "https://instagram.com/MARKETSTREETWEALTHMANAGEMENT",
    "https://linkedin.com/COMPANY/MARKET-STREET-WEALTH-MANAGEMENT-ADVISORS-LLC",
    "https://marketstreetwealthadvisors.com",
    "https://mswma.com",
    "https://youtube.com/@MARKETSTREETWEALTHMANAGEME8902"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/122212",
  "city_as_filed": "INDIANAPOLIS",
  "url": "https://advisorcensus.com/firm/market-street-wealth-management-advisors-llc-indianapolis-in-122212",
  "display_name": "Market Street Wealth Management Advisors, LLC",
  "summary": "Market Street Wealth Management Advisors, LLC is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2004, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 20, 2026.",
  "citation": "AdvisorCensus. Market Street Wealth Management Advisors, LLC (CRD 122212): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Market Street Wealth Management Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Market Street Wealth Management Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Market Street Wealth Management Advisors, LLC located?",
      "a": "Market Street Wealth Management Advisors, LLC's principal office is in Indianapolis, IN, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Market Street Wealth Management Advisors, LLC registered with the SEC or a state?",
      "a": "Market Street Wealth Management Advisors, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 122212."
    },
    {
      "q": "How much does Market Street Wealth Management Advisors, LLC manage?",
      "a": "Market Street Wealth Management Advisors, LLC reports $775,997,048 in regulatory assets under management in its Form ADV filing dated May 20, 2026 (99% discretionary)."
    },
    {
      "q": "How have Market Street Wealth Management Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Market Street Wealth Management Advisors, LLC: Regulatory assets under management: $424,662,473 in the October 2021 data and $775,997,048 in the October 2026 data, up 83%. Total employees: 12 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Market Street Wealth Management Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (222); high net worth individuals (200); charitable organizations (5)."
    },
    {
      "q": "Which custodians does Market Street Wealth Management Advisors, LLC use?",
      "a": "Market Street Wealth Management Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Market Street Wealth Management Advisors, LLC report any disciplinary disclosures?",
      "a": "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/122212"
    },
    {
      "q": "What changed in Market Street Wealth Management Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 9 to 8. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 424662473.0,
      "total_employees": 12,
      "filing_date": "2021-06-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 570947792.0,
      "total_employees": 12,
      "filing_date": "2022-05-20"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 491806424.0,
      "total_employees": 11,
      "filing_date": "2023-09-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 571845020.0,
      "total_employees": 11,
      "filing_date": "2024-09-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 711344137.0,
      "total_employees": 12,
      "filing_date": "2025-04-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 775997048.0,
      "total_employees": 12,
      "filing_date": "2026-05-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 8.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in GA, VA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/market-street-wealth-management-advisors-llc-indianapolis-in-122212.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 222,
      "fewer_than_5": false,
      "raum": 96255451.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 200,
      "fewer_than_5": false,
      "raum": 664255204.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 940050.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 3733621.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 10812722.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/122212",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}