# MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser.

## Registration

- CRD: 122212
- Type: SEC-registered investment adviser
- SEC file number: 801-62577
- Location: 3105 E 98TH STREET, SUITE 170, INDIANAPOLIS, IN, 46280
- Phone: 317-552-0505
- Latest filing: 2026-05-20
- Regulatory AUM: $776.0M
- Discretionary AUM: $769.3M
- Non-discretionary AUM: $6.7M
- Clients: 12
- Accounts: 1,693

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| Kevin Jay Ervin | SENIOR FINANCIAL PLANNER | — |
| Jessica Lynn Bokhart | SENIOR FINANCIAL PLANNER | — |
| Kyle B Thompson | SENIOR FINANCIAL PLANNER | — |
| Katie Jo Fischer | CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL PLANNER | — |
| Patrick Kyle Roberts | MANAGING PARTNER | — |
| Aaron Randel Paul Williams | SENIOR FINANCIAL PLANNER | — |
| WILLIAMS DAVID PAUL | SENIOR FINANCIAL PLANNER | — |
| ERVIN KEVIN JAY | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR; MANAGING PARTNER (+1 more) | — |
| BELL BRADLEY S | MANAGING MEMBER; MEMBER | — |
| GROSS HOWARD I | MEMBER | — |
| BIRK JEFFREY W | MEMBER | — |
| EICHENBERGER STEVEN A | MEMBER | — |
| REED STEVEN W | MEMBER | — |
| COULTER JEFFREY L | MEMBER | — |
| THOMPSON LISA B | OWNER; PARTNER; SENIOR FINANCIAL PLANNER | — |
| WOODWARD TIMOTHY BRAD | CHIEF COMPLIANCE OFFICER; OWNER | — |
| BOKHART JESSICA LYNN | OWNER; PARTNER; SENIOR FINANCIAL PLANNER/MANAGING PARTNER | — |
| FISCHER KATIE JO | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL PLANNER | — |
| ROBERTS PATRICK KYLE | SENIOR INVESTMENT ADVISOR | — |
| Austin B Angel | SENIOR FINANCIAL PLANNER | — |


## Branch offices (14)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CRAWFORDSVILLE | IN | 1 | 317-860-1085 |
| — | — | 1 | 317-870-1379 |
| — | — | 1 | 317-672-1952 |
| — | — | 1 | 317-672-1947 |
| — | — | 1 | 317-672-1951 |
| — | — | 1 | 317-672-1949 |
| — | — | 1 | 317-552-0505 |
| CRAWFORDSVILLE | IN | 1 | 317-860-1085 |
| — | — | 1 | 317-870-1379 |
| — | — | 1 | 317-672-1952 |
| — | — | 1 | 317-672-1947 |
| — | — | 1 | 317-672-1951 |
| — | — | 1 | 317-672-1949 |
| — | — | 1 | 317-552-0505 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122212/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122212/similar
- Related entities: https://search.stillhousedata.com/firm/122212/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122212

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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.