# STRATEGIC BENEFIT CONSULTANTS, INC.

STRATEGIC BENEFIT CONSULTANTS, INC. of INDIANAPOLIS, IN is an SEC-registered investment adviser.

## Registration

- CRD: 122433
- Type: SEC-registered investment adviser
- SEC file number: 801-78108
- Location: 2920 EAST 96TH STREET, INDIANAPOLIS, IN, 46240
- Phone: 317-848-4744
- Latest filing: 2024-09-30
- Regulatory AUM: $1.0B
- Discretionary AUM: $1.0B
- Non-discretionary AUM: $3.1M
- Clients: 14
- Accounts: 3,047

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| HOLLEY SCOTT GAYLORD | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND OWNER; OWNER (+1 more) | — |
| MORROW PATRICK BRIAN | CEO AND OWNER; CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND OWNER (+1 more) | — |
| PENTZ ERIN N | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND OWNER; OWNER & CO-COO (+2 more) | — |
| SHADOWEN CARSON MICHAEL | PRESIDENT, CO-COO, AND OWNER; VICE PRESIDENT AND OWNER | — |
| COREY MATTHEW E | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122433/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122433/similar
- Related entities: https://search.stillhousedata.com/firm/122433/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122433

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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.