Indie Asset Partners, Llc
- Regulatory AUM
- $685M
- Discretionary
- $632M
- Clients
- 313
- Avg AUM / client
- $2.2M
- Accounts
- 764
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 155 | $53.0M | 7.73% |
| High net worth individuals | 147 | $501M | 73.1% |
| Pooled investment vehicles (non-investment companies) | 6 | $117M | 17.1% |
| Charitable organizations | 1 | $302K | 0.04% |
| Corporations and other businesses | 4 | $14.0M | 2.04% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $153M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Indie Diversified Asset Fund, L.P. | Hedge Fund | Delaware | $66.4M | 46 |
| Indie Diversified Absolute Return Fund, Llc | Hedge Fund | Indiana | $31.6M | 58 |
| Indie Diversified Income Fund | Hedge Fund | Indiana | $24.2M | 32 |
| Indie Diversified Income Fund Ii, Llc | Hedge Fund | Indiana | $20.5M | 35 |
| New Ventures As Solutions, Llc | Private Equity Fund | Delaware | $10.5M | 75 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Grady J. Gaynor | Member/Ceo | Apr 2010 (16y) | 50% – 75% | |
| Donna J Dickinson | Chief Compliance Officer | Apr 2014 (12y) | Less than 5% | |
| Kevin Michael Alerding | Member | Feb 2018 (9y) | 50% – 75% | |
| Charles William Castino | Registered representative | CFP | Apr 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $153M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Indie Diversified Asset Fund, L.P. | Hedge Fund | $66.4M | $250K | 46 |
| Indie Diversified Absolute Return Fund, Llc | Hedge Fund | $31.6M | $250K | 58 |
| Indie Diversified Income Fund | Hedge Fund | $24.2M | $250K | 32 |
| Indie Diversified Income Fund Ii, Llc | Hedge Fund | $20.5M | $250K | 35 |
| New Ventures As Solutions, Llc | Private Equity Fund | $10.5M | $100K | 75 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.65 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $336M (49% of AUM) Mar 2026
- Vanguard Marketing Corporation $34.9M (11% of AUM) Dec 2018
- Ira Services Trust Company $19.8M (3% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗