# INDEXPERTS, LLC

INDEXPERTS, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 314858
- Type: SEC-registered investment adviser
- SEC file number: 801-121667
- Location: 516 NORTH TRYON STREET, CHARLOTTE, NC, 28202
- Phone: (704) 554-8150
- Latest filing: 2026-03-26
- Regulatory AUM: $100.9M
- Discretionary AUM: $100.9M
- Clients: 4
- Accounts: 3

## Business model

- Compensation: % of AUM

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Patti Sue Almanza | CHIEF COMPLIANCE OFFICER | — |
| Stephen Linden Thomas | MANAGER; MEMBER | — |
| David Leon Smith | CHIEF COMPLIANCE OFFICER | — |
| HUNT DAVID LEE | CHIEF COMPLIANCE OFFICER | — |
| ROBERTS DANIEL ANTHONY | CHIEF COMPLIANCE OFFICER | — |
| THOMAS STEPHEN LINDEN | MANAGER; MEMBER | — |
| BERGMANN OLIVER ANDREAS | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/314858/brochure
- Similar advisers: https://search.stillhousedata.com/firm/314858/similar
- Related entities: https://search.stillhousedata.com/firm/314858/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/314858

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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.