# Market Street Wealth Management Advisors, LLC

> 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.

- CRD: 122212
- Filed as: MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: May 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122212
- AdvisorCensus page: https://advisorcensus.com/firm/market-street-wealth-management-advisors-llc-indianapolis-in-122212

## Quick answers

**How is Market Street Wealth Management Advisors, LLC compensated?**
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.

**Where is Market Street Wealth Management Advisors, LLC located?**
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).

**Is Market Street Wealth Management Advisors, LLC registered with the SEC or a state?**
Market Street Wealth Management Advisors, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 122212.

**How much does Market Street Wealth Management Advisors, LLC manage?**
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).

**How have Market Street Wealth Management Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Market Street Wealth Management Advisors, LLC serve?**
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).

**Which custodians does Market Street Wealth Management Advisors, LLC use?**
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.

**Does Market Street Wealth Management 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/122212

**What changed in Market Street Wealth Management Advisors, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $775,997,048
- Discretionary: $769,275,841
- Non-discretionary: $6,721,207

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 222 | $96,255,451 |
| High net worth individuals | 200 | $664,255,204 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $940,050 |
| Charitable organizations | 5 | $3,733,621 |
| Corporations or other businesses not listed above | Fewer than 5 | $10,812,722 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2004 (22 years)
- Employees: 12 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, GA, IL, IN, KY, MI, OH, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Crawfordsville, IN

### Websites listed on Form ADV (Item 1.I)
- marketstreetwealthadvisors.com
- mswma.com
- Facebook @MARKETSTREETWEALTHMANAGEMENT
- Instagram @MARKETSTREETWEALTHMANAGEMENT
- LinkedIn @MARKET-STREET-WEALTH-MANAGEMENT-ADVISORS-LLC
- YouTube @MARKETSTREETWEALTHMANAGEME8902

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $424,662,473 | 12 | June 24, 2021 |
| October 2022 | $570,947,792 | 12 | May 20, 2022 |
| October 2023 | $491,806,424 | 11 | September 18, 2023 |
| October 2024 | $571,845,020 | 11 | September 10, 2024 |
| October 2025 | $711,344,137 | 12 | April 1, 2025 |
| October 2026 | $775,997,048 | 12 | May 20, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 8.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in GA, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Market Street Wealth Management Advisors, LLC (CRD 122212): Form ADV filing data as of October 2026.