PROVIDER FINANCIAL, INC.

PROVIDER FINANCIAL, INC. of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 168964). Regulatory assets under management: $304.0M.

Registration

• CRD: 168964
• SEC file number: 801-113344
• Type: Registered investment adviser
• Location: 3091 EAST 98TH STREET, SUITE 200, INDIANAPOLIS, IN, 46280
• Phone: (317)706-0890
• Latest filing: 2026-02-07
• Regulatory AUM: $304.0M
• Discretionary AUM: $304.0M
• Clients: 3
• Accounts: 735

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168964 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search