# Peloton Capital Management

> Peloton Capital Management is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 1986, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 109775
- Filed as: PELOTON CAPITAL MANAGEMENT
- Also doing business as: PELOTON CAPITAL MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109775
- AdvisorCensus page: https://advisorcensus.com/firm/peloton-capital-management-indianapolis-in-109775

## Quick answers

**How is Peloton Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Peloton Capital Management 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 Peloton Capital Management located?**
Peloton Capital Management's principal office is in Indianapolis, IN, according to its Form ADV.

**Is Peloton Capital Management registered with the SEC or a state?**
Peloton Capital Management is an SEC-registered investment advisory firm, registered since 1986. Status as filed: Approved. CRD 109775.

**How much does Peloton Capital Management manage?**
Peloton Capital Management reports $281,997,605 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Peloton Capital Management's assets and staff changed since 2021?**
In the Form ADV data for Peloton Capital Management: Regulatory assets under management: $260,563,179 in the October 2021 data and $281,997,605 in the October 2026 data, up 8%. Total employees: 4 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 Peloton Capital Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (138).

**Does Peloton Capital Management 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/109775

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $281,997,605
- Discretionary: $281,997,605
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 138 | $278,745,451 |
| Charitable organizations | Fewer than 5 | $3,252,154 |

### 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
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 1986 (40 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $260,563,179 | 4 | March 26, 2021 |
| October 2022 | $304,271,196 | 4 | March 30, 2022 |
| October 2023 | $245,983,290 | 4 | March 30, 2023 |
| October 2024 | $263,052,034 | 5 | March 27, 2024 |
| October 2025 | $279,858,267 | 5 | March 31, 2025 |
| October 2026 | $281,997,605 | 4 | March 31, 2026 |

Regulatory assets under management: $260,563,179 in the October 2021 data and $281,997,605 in the October 2026 data, up 8%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Peloton Capital Management (CRD 109775): Form ADV filing data as of October 2026.