Indexperts, Llc
- Regulatory AUM
- $101M
- Discretionary
- $101M
- Clients
- 3
- Avg AUM / client
- $33.6M
- Accounts
- 3
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 3 | $101M | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stephen Linden Thomas | Manager | May 2021 (5y) | ≈ 56.25% – 100% via Linden Thomas Financial Group, Llc | |
| Hunt, David, Lee | Chief Compliance Officer | Jul 2024 (2y) | Less than 5% | |
| Alexander John Hill | Registered representative | CFA | Nov 2024 (2y) | |
| Brandon Charles Mcpherson | Registered representative | CFA | Nov 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Linden Thomas Financial Group, Llc | Member | May 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Stephen Linden Thomas: 75% – 100% of Linden Thomas Financial Group, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 996 KB | 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
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗