# Nearside Advisors, LLC

> Nearside Advisors, LLC is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 10, 2026.

- CRD: 341851
- Filed as: NEARSIDE ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341851
- AdvisorCensus page: https://advisorcensus.com/firm/nearside-advisors-llc-indianapolis-in-341851

## Quick answers

**How is Nearside Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Nearside Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Nearside Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated August 10, 2026 states: Up to $500,000: 1.15% a year; $500,001 to $1,000,000: 1.05% a year; $1,000,001 to $3,000,000: 0.95% a year; $3,000,001 to $5,000,000: 0.85% a year; Above $5,000,001: 0.75% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Nearside Advisors, LLC located?**
Nearside Advisors, LLC's principal office is in Indianapolis, IN, according to its Form ADV.

**Is Nearside Advisors, LLC registered with the SEC or a state?**
Nearside Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 341851.

**How much does Nearside Advisors, LLC manage?**
Nearside Advisors, LLC reports $188,582,674 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (100% discretionary).

**What types of clients does Nearside Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (68); high net worth individuals (45).

**Which custodians does Nearside Advisors, LLC use?**
Nearside 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 Nearside 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/341851

**Does Nearside Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 10, 2026 says: "We do not have a minimum account size requirement."

**What changed in Nearside Advisors, LLC's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $0 to $188,582,674.

## 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 August 10, 2026)

- Up to $500,000: 1.15% a year
- $500,001 to $1,000,000: 1.05% a year
- $1,000,001 to $3,000,000: 0.95% a year
- $3,000,001 to $5,000,000: 0.85% a year
- Above $5,000,001: 0.75% a year

> Our standard advisory fee is based on the market value of the assets under management and is calculated as follows:

> $0 - $500,000 1.15%

> $500,001 - $1,000,000 1.05%

> $1,000,001 - $3,000,000 0.95%

> $3,000,001 - $5,000,000 0.85%

> $5,000,001 and Above 0.75%

- Account minimum: None

> We do not have a minimum account size requirement.

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

### 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: $188,582,674
- Discretionary: $188,582,674
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 68 | $30,927,840 |
| High net worth individuals | 45 | $157,654,834 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $0 to $188,582,674.

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nearside Advisors, LLC (CRD 341851): Form ADV filing data as of October 2026.