CIVITAS FINANCIAL LLC

CIVITAS FINANCIAL LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 338379).

Registration

• CRD: 338379
• Type: Registered investment adviser
• Location: 7820 INNOVATION BLVD, INDIANAPOLIS, IN, 46278
• Phone: 317-956-2027
• Latest filing: 2026-05-13
• Clients: 4

Business model

Compensation: Fixed, Other.

Clients served: Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338379 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search