IAP Family Office

Overview

Indie Asset Partners, LLC provides investment advisory services, family office services, financial planning, retirement planning, and cemetery trust investing. The firm is listed by the SEC as an investment adviser, effective August 16, 2010, under SEC file number 801-71728 and CRD number 154503.¹

History

Indie Asset Partners was formed in 2010. Its principal owners are Grady J. Gaynor and Kevin M. Alerding.⁴

Leadership

Grady J. Gaynor is President and CEO, while Kevin M. Alerding is Director of Family Office. The broader team includes Courtney Laub, CFP®, Director of Client Service; Charlie Castino, CFP®, Wealth Manager; Donna Dickinson, Chief Compliance Officer; Jenny Scheffsky, Senior Client Administrator, Family Office; Anne Smith, Investment Reporting Analyst and Client Service Administrator; and Braden Vernot, Client Service Associate.⁵

Services

The firm’s family office services can include wealth management planning, accounting, cash-flow analysis, asset and liability management, investment management, estate planning, insurance and tax planning review, fiduciary administration, family governance, and education.²³

Indie Asset Partners develops client financial profiles and investment plans based on each client’s circumstances, goals, and risk tolerance.⁴

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Private and alternative investments
• Retirement planning

Client Focus

The firm serves high-net-worth individuals, groups, and institutions. Its family office work can address financial, investment, administrative, governance, and educational needs.¹³

Approach

Indie Asset Partners uses diversification, technical and macroeconomic analysis, proprietary research, and regular portfolio rebalancing. Portfolios may span equities, bonds, currencies, commodities, and alternative funds.¹

Assets

As of December 31, 2023, Indie Asset Partners reported $734,283,413 managed on a discretionary basis, $57,927,760 managed on a non-discretionary basis, and $63,924,830 in assets under advisement.⁴

FAQs

Related resources

• LocationMultifamily offices in Indiana

  This page provides a starting point for comparing multifamily office options in Indiana. A reader considering Indie Asset Partners, LLC can use it to place services such as investment management, planning, fiduciary work, and family education within the state's broader advisory market.

• Network siteEstatePlanner.com

  EstatePlanner.com offers guides on wills, trusts, and related estate planning topics. These materials can help a family or business owner prepare questions about estate structures, fiduciary responsibilities, tax planning, and how those needs may connect with broader private wealth advice.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com lists databases covering family offices and investors. For a high net worth individual, family, or institution, the site may help identify firms and capital relationships to research while considering investment management, private investments, family governance, and administrative support.

• GuideHow multifamily offices invest

  This article explains common ways multifamily offices invest across public markets, private opportunities, and other holdings. It can help readers discuss portfolio design, risk, retirement needs, and alternative investments when evaluating an adviser serving families, business owners, and institutions.

• Similar firmsFi3 Advisors, LLC
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  Profiles for Fi3 Advisors, LLC, Oxford Financial Group, Ltd., and Spidel Burnfin offer additional points of comparison on this site. Reviewing these firms alongside Indie Asset Partners, LLC can help readers frame questions about planning, investment oversight, fiduciary services, and support for complex family finances.

Sources

1. Indie Asset Partners
2. Form CRS
3. Indie Asset Partners Form ADV Part 2A and Part 2B
4. Indie Asset Partners Form ADV Part 2A and Part 2B
5. Our Team
6. SEC Investment Adviser Public Disclosure

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.