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40/86 ADVISORS, INC.

CARMEL, IN · CRD 107740 · IAPD ↗ · 4086.com · 317-817-4086

$30.50BRegulatory AUM
84Advisory reps
84Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

61
April 2026 — 40/86 ADVISORS, INC. grew from 78 to 84 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.