Jarred Bunch Consulting, LLC (Indianapolis)

Name: Jarred Bunch Consulting, LLC
Address: 3625 E 96 Th St, Indianapolis, IN, 46240
Telephone: 317-202-1891

Jarred Bunch Consulting, LLC is a large advisory firm based in Indianapolis. It manages $327.18 million of regulatory assets for 2,145 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, California, Connecticut, and 14 other states.

Jarred Bunch Consulting provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 499 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jarred Bunch Consulting: assets under management

The assets under management (AUM) of Jarred Bunch Consulting, LLC is $327.18 million. The firm's AUM has grown by 248% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $263.2 million in discretionary accounts and $63.98 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $129.27 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $586.94 thousand.

Jarred Bunch Consulting has custody of $152.91 million in cash and securities for 708 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 94% of the total AUM. The second-largest asset type is state and local bonds, which make up 5% of the firm’s portfolio. Investments in cash and cash equivalents form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jarred Bunch Consulting, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jarred Bunch Consulting serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Jarred Bunch Consulting is individuals with 778 clients and $190.05 million of assets under management. Among the 9 most similar advisory firms, Jarred Bunch Consulting has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $327.18 million for 837 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Jarred Bunch Consulting doesn't advise any private funds.

Careers at Jarred Bunch Consulting, LLC

The company employs 29 people that are either part- or full-time employees. 62 percent of the employees work as investment advisers or researchers. 18 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Scott Andrew Jarred	Managing member	1 Apr 2016	75% - 100%	4658317
Lloyd Rives Easters	Chief compliance officer	1 Apr 2016	Other	6184150
Kelley Roberts	Chief operating officer	1 Apr 2016	Other	2648127

Based in Indianapolis

The principal office where Jarred Bunch Consulting, LLC performs its advisory services is located at 3625 E 96 Th St, Indianapolis, IN 46240, which is also the mailing address of the firm. An additional office of the firm is in Ft. Lauderdale, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-202-1891 or by fax 813-489-2575. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at jarredbunch.com.