# Precedent Financial Strategies

> 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.

- CRD: 169100
- Filed as: PRECEDENT FINANCIAL STRATEGIES
- Legal name: Precedent Asset Management, LLC
- Also doing business as: PRECEDENT FINANCIAL STRATEGIES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: April 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169100
- AdvisorCensus page: https://advisorcensus.com/firm/precedent-financial-strategies-indianapolis-in-169100

## Quick answers

**How 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).

**How much does Precedent Financial Strategies charge?**
Its Form ADV Part 2A brochure dated March 11, 2026 states: Flat fee: $3,500 to $15,000 (financial planning); Flat fee: $7,500 to $30,000 a year (financial planning); Hourly rate: $350 an hour (financial planning and consulting services); Hourly rate: $450 an hour (Divorce planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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.

- Flat fee: $3,500 to $15,000 (financial planning)

> For clients requiring financial planning, we charge a fixed fee ranging from $ 3,500 to $15,000 upfront, and $7,500 to $30,000 annually, based on the complexity

- Flat fee: $7,500 to $30,000 a year (financial planning)

> For clients requiring financial planning, we charge a fixed fee ranging from $ 3,500 to $15,000 upfront, and $7,500 to $30,000 annually, based on the complexity

- Hourly rate: $350 an hour (financial planning and consulting services)

> We also offer financial planning and consulting services on an hourly fee basis at $350 per hour billed in 6-minute increments.

- Hourly rate: $450 an hour (Divorce planning and consulting services)

> Divorce planning and consulting services are provided on an hourly fee basis at $450 per hour billed in 6-minute increments.

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

### Custodians (Schedule D, Section 5.K(3))
- SEI Investments Distribution Co.

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: $111,451,980
- Discretionary: $111,451,980
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $7,012,235 |
| High net worth individuals | 53 | $99,129,298 |
| Charitable organizations | Fewer than 5 | $5,310,447 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [precedentstrategies.com](https://precedentstrategies.com)
- Facebook @PrecedentStrategies
- LinkedIn @5222197

## Changes in the filing (last 12 months)

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Precedent Financial Strategies (CRD 169100): Form ADV filing data as of October 2026.