AdvisorCensus / Financial advisors / Indiana / Indianapolis / Precedent Financial Strategies
Precedent Financial Strategies
Filed as PRECEDENT FINANCIAL STRATEGIES · Legal name Precedent Asset Management, LLC
Precedent Financial Strategies 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 April 14, 2026.
Quick answers
From the filingHow is Precedent Financial Strategies compensated?
On its Form ADV (Item 5.E, October 2026), Precedent Financial Strategies reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Precedent Financial Strategies located?
Precedent Financial Strategies' principal office is in Indianapolis, IN, according to its Form ADV.
Is Precedent Financial Strategies registered with the SEC or a state?
Precedent Financial Strategies is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 169100.
How much does Precedent Financial Strategies manage?
Precedent Financial Strategies reports $111,451,980 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (100% discretionary).
What types of clients does Precedent Financial Strategies serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (53); individuals (other than high net worth individuals) (21).
Which custodians does Precedent Financial Strategies use?
Precedent Financial Strategies' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Investments Distribution Co. as a custodian holding 10% or more of its separately managed account assets.
Does Precedent Financial Strategies 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/169100
Does Precedent Financial Strategies state an account minimum?
Its Form ADV Part 2A brochure dated March 11, 2026 says: "In general, we require a minimum of $500,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
What changed in Precedent Financial Strategies' recent Form ADV filings?
In the May 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
In general, we require a minimum of $500,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated March 11, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$111,451,980 as of October 2026, filing dated April 14, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Precedent Asset Management, LLC
- Also doing business as
- PRECEDENT FINANCIAL STRATEGIES
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- May 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Precedent Financial Strategies (CRD 169100): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/precedent-financial-strategies-indianapolis-in-169100