# SOMERSET FINANCIAL SERVICES, L.L.C.

SOMERSET FINANCIAL SERVICES, L.L.C. of INDIANAPOLIS, IN is an SEC-registered investment adviser.

## Registration

- CRD: 111843
- Type: SEC-registered investment adviser
- SEC file number: 801-55424
- Location: 8425 WOODFIELD CROSSING BLVD., SUITE 400W, INDIANAPOLIS, IN, 46240
- Phone: 317-469-7776
- Latest filing: 2001-04-06
- Regulatory AUM: $286.7M
- Discretionary AUM: $276.2M
- Non-discretionary AUM: $10.5M
- Clients: 51
- Accounts: 623

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [RICHTER JON MICHAEL](https://search.stillhousedata.com/person/765135) | CHIEF FINANCIAL OFFICER | — |
| [PHILLIPS ROBERT CLETUS](https://search.stillhousedata.com/person/796581) | MANAGING DIRECTOR | — |
| [EARLY PATRICK JUBAL](https://search.stillhousedata.com/person/801445) | PRESIDENT | — |
| [RIDDLE STEVEN JAMES](https://search.stillhousedata.com/person/801446) | VICE PRESIDENT | — |
| [MCCASLIN MICHAEL JOSEPH](https://search.stillhousedata.com/person/801447) | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111843/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111843/similar
- Related entities: https://search.stillhousedata.com/firm/111843/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111843

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.