THURSTON SPRINGER ADVISORS

Latest filing: Jul 31, 2025 (135 days ago)

View on IAPD

Adviser Website

AUM

$3,957,978,217

192% change vs. 1 year ago

287% change vs. 3 years ago

503% change vs. 5 years ago

0% change vs. 10 years ago

Employee Count

33% change vs. 1 year ago

24% change vs. 3 years ago

26% change vs. 5 years ago

0% change vs. 10 years ago

Main Office

INDIANAPOLIS, IN

9000 KEYSTONE CROSSING, INDIANAPOLIS, IN, UNITED STATES, 46240

Client AUM

Discretion	AUM
Discretionary	$4.0
Non-Discretionary	$0.0
Total	$4.0

Client	AUM
Retail	$3.9
Pooled	$0.0
Institutional	$0.1
Total	$4.0

Retail	Accounts	AUM
Individual	3,808	$2.5
Average Individual AUM		$645,000
HNW	485	$1.4
Average HNW AUM		$2,950,784
Retail Total	4,293	$3.9
Average Retail AUM		$905,495

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian	Location	AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown	AUM
Total SMA AUM	$4.0
Retail SMA AUM	$3.9
Institutional SMA AUM	$0.1

Asset Class	%	AUM
Equity Exch	34%	$1.3
Equity Non-Exch	0%	$0.0
Govt Agency	1%	$0.0
Municipal	1%	$0.0
Sovereign	0%	$0.0
IG Credit	0%	$0.0
HY Credit	0%	$0.0
Derivatives	0%	$0.0
Investment Companies	60%	$2.4
Other Pools	0%	$0.0
Cash	4%	$0.2
Other	0%	$0.0
Total	100%	$4.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates	AUM	Business Types	CRD Number
BRISTAL LANE GROUP, LLC	$0.0	accountancy	-
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	$0.0	broker-dealer	8478
THURSTON SPRINGER INSURANCE, LLC	$0.0		-
T.S. PHILLIPS INVESTMENTS, INC.	$0.0	broker-dealer	124348

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

8 active

Name	Title
TITAK, JAMES, JOHN IAPD Broker	CHAIRMAN OF THE BOARD, OWNER
PARKER, RICHARD, WILSON IAPD Broker	CEO, OWNER
REYNOLDS, MATTHEW, MARK IAPD Broker	OWNER, PRESIDENT
WILLIAMS, KAREY, ANN IAPD Broker	CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

65 active representatives found, showing 20 random

Name	City	State	Exams	Designations
JOSHUA MAZER	INDIANAPOLIS	IN	S63\|1987-01-21\|S65\|1998-04-23	CERTIFIED FINANCIAL PLANNER
TERRY LOVISON	INDIANAPOLIS	IN	S63\|2001-11-19\|S65\|2004-06-16
CHRISTOPHER ESSER	INDIANAPOLIS	IN	S66\|2010-04-22
RICHARD TROTTA	INDIANAPOLIS	IN	S63\|1984-09-18\|S65\|1995-10-23
NATASHA SPARKS	INDIANAPOLIS	IN	S63\|2014-07-19\|S65\|2014-11-17
CHRISTOPHER JOHNS	INDIANAPOLIS	IN	S66\|2019-08-15
MATT MYERS	INDIANAPOLIS	IN	S63\|1996-01-24\|S65\|1999-02-04\|S66\|2014-09-16
KEVIN MCDOUGALL	INDIANAPOLIS	IN	S66\|2010-07-30
MACORD FORAN	INDIANAPOLIS	IN	S66\|2022-01-10
ROBERT FOX	INDIANAPOLIS	IN	S63\|1984-11-14\|S65\|1998-07-30
CYNTHIA MULONAS	INDIANAPOLIS	IN	S63\|1998-04-08\|S66\|2006-09-22
BRUCE AVERBACK	INDIANAPOLIS	IN	S63\|1980-07-02
ANTHONY LANFRANCHI	INDIANAPOLIS	IN	S66\|2018-05-10
KRISTEN ROACH	INDIANAPOLIS	IN	S66\|2019-04-16
JEANNETTE ADCOCK	INDIANAPOLIS	IN	S63\|1987-02-12\|S65\|1996-06-28
JOEL COX	INDIANAPOLIS	IN	S66\|2019-08-21
FRANK INGWERSEN	INDIANAPOLIS	IN	S66\|2019-08-17
JOSHUA SIMON	INDIANAPOLIS	IN	S63\|1997-09-18\|S65\|1997-10-24
JAMES GIBBONS	INDIANAPOLIS	IN	S63\|1998-10-19\|S65\|2000-12-07
PHILIP LAVELLE	INDIANAPOLIS	IN	S63\|1996-09-13\|S65\|1996-09-25	CERTIFIED FINANCIAL PLANNER

ADVDB.CO • SOURCE: SEC

History

Date	AUM	AUM ∆	AUM % ∆	Empl	Empl ∆	Empl % ∆
2025-08-01	$4.0	$0.0	0%	68	0	0%
2025-04-21	$4.0	$0.0	0%	68	0	0%
2024-04-02	$1.4	$2.6	192%	51	17	33%
2023-04-04	$1.1	$2.8	256%	67	1	1%
2022-04-01	$1.0	$2.9	287%	55	13	24%
2021-04-05	$0.8	$3.2	424%	57	11	19%
2020-04-01	$0.7	$3.3	503%	54	14	26%
2019-04-01	$0.6	$3.4	605%	44	24	55%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS

IN, AR-07/12/2023, AZ-07/03/2025, CA-11/23/2020, DC-11/23/2020, DE-06/03/2025, FL-03/12/2021, IL-11/23/2020, IN-11/02/2018, KS-08/08/2023, KY-11/24/2020, LA-06/13/2024, MD-12/17/2021, MI-12/07/2023, MO-11/15/2023, MS-06/07/2023, NC-11/24/2020, NJ-02/23/2023, NM-06/14/2024, NY-12/07/2023, OH-11/23/2020, OK-06/11/2024, OR-07/31/2025, PA-11/23/2020, SC-11/27/2020, TN-09/07/2021, TX-03/10/2022, WA-01/26/2024, WI-11/20/2020

ADVISER ACTIVITIES

FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
MANAGER SELECTION
EDUCATIONAL WORKSHOPS

OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV