← Tributary

PRECEDENT FINANCIAL STRATEGIES

INDIANAPOLIS, IN · CRD 169100 · IAPD ↗ · precedentstrategies.com · 800-264-9908

$111.5MRegulatory AUM
1Advisory reps
3Employees
6Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — PRECEDENT FINANCIAL STRATEGIES (INDIANAPOLIS, IN) is newly SEC-registered with $111.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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