DBA: THURSTON SPRINGER ADVISORS
| Total AUM | $3.68B |
| Discretionary | $3.52B96% of AUM |
| Non-Discretionary | $158.5M |
| Client Accounts | 6,759 |
| Avg Account Size | $544K |
| Employees | 93 |
| Peak AUM | $3.96BSep 2024 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.7B | 7.1% | +47.3% | +37.3% | |
| Discretionary AUM | |||||
| Total AUM | $3.68B |
| Discretionary | $3.52B |
| Employees | 93 |
| Client Accounts | 6759 |
| Client Range | More than 500 |
Address
9000 KEYSTONE CROSSING
INDIANAPOLIS IN 46240
Phone
317.581.4000
Filing History
70 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.5B
95.7% of AUM
Non-Discretionary
$158M
4.3% of AUM
Disc. mix ▼ 4.3pp vs 1 year ago
Custody
| +30.4% /yrover 7 yrs · 70 filings |
Total AUM
$3.7B
| $3.5B |
| 11.1% |
| +45.2% |
| +36.0% |
| Non-Disc. AUM | $158M | — | — | — |
| Total Accounts | 7k | +55.7% | +23.2% | +19.3% |
| Avg Account Size | $543,764.736 | 40.3% | +19.6% | +15.0% |
| Employees | 93 | +36.8% | +11.2% | +10.3% |
| AUM / Employee | $40M | 32.1% | +32.5% | +24.4% |
Client AUM Segments | |||||
| Wealth AUM | $2.0B | 48.6% | +20.9% | +21.5% | |
| Institutional AUM | $328M | +364.7% | — | — | |
| Other AUM | $1.3B | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 3k | 10.8% | +31.6% | +16.9% | |
| Institutional | 271 | +453.1% | — | — | |
| Individuals | 2k | +354.6% | +125.8% | +62.9% | |