AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.0 |
| Total | $0.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 1 | $0.0 |
| Average Individual AUM | $306,351 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 1 | $0.0 |
| Average Retail AUM | $306,351 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 24% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 73% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 3% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| THURSTON SPRINGER ADVISORS, LLC | $4.0 | 299201 | |
| ORG PARTNERS LLC | $0.8 | 312728 | |
| STRATEGIC WEALTH CAPITAL, LLC | $0.2 | 326299 | |
| BLACKRIDGE ASSET MANAGEMENT, LLC | $0.2 | 277085 | |
| GREAT POINT ADVISORS, LLC | $0.0 | 307477 | |
| GREAT POINT CAPITAL LLC | $0.0 | broker-dealer | 114203 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $0.0 | broker-dealer | 8478 |
| I(X) SECURITIES, LLC | $0.0 | broker-dealer | 158821 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CHARLES PETRIE | CARMEL | IN | S63|2012-11-07|S65|2011-07-05 | ||||||
| TOBIN PETRIE | CARMEL | IN | S65|2024-05-20 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.0 | $0.0 | 0% | 5 | 0 | 0% |
| 2025-04-21 | $0.0 | $0.0 | 0% | 5 | 0 | 0% |
| 2024-04-02 | $0.0 | $0.0 | 9% | 5 | 0 | 0% |
| 2023-04-04 | $0.0 | $0.0 | 0% | 4 | 1 | 25% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| IN, AZ-11/18/2024, IN-03/31/2023 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV