DBA: BOOKENDS FINANCIAL PLANNING
| Total AUM | $338.3M |
| Discretionary | $338.3M100% of AUM |
| Client Accounts | 1,336 |
| Avg Account Size | $253K |
| Employees | 10 |
| Peak AUM | $338.3MMar 2026 |
Total AUM
$338M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $338M | +17.1% | +17.9% | +9.5% | |
| Discretionary AUM | |||||
| Total AUM | $338.3M |
| Discretionary | $338.3M |
| Employees | 10 |
| Client Accounts | 1336 |
| Client Range | 1-10 |
Address
7320 US 31 S
INDIANAPOLIS IN 46227
Phone
317-859-2502
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$338M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.6pp vs 1 year ago
| $338M |
| +17.8% |
| +19.8% |
| +10.6% |
| Total Accounts | 1k | +2.5% | +2.7% | 0.6% |
| Avg Account Size | $253,254.668 | +14.3% | +14.8% | +10.2% |
| Employees | 10 | 0.0% | +18.6% | +4.6% |
| AUM / Employee | $34M | +17.1% | 0.6% | +4.7% |
Client AUM Segments | |||||
| Wealth AUM | $338M | +18.2% | +20.5% | +10.6% | |
| Institutional AUM | $220,998 | 92.5% | 72.5% | 53.6% | |
Client Count Segments | |||||
| HNW Clients | 431 | 0.9% | 2.1% | 5.0% | |
| Institutional | 1 | 50.0% | 37.0% | 65.4% | |
| Individuals | 89 | +30.9% | +123.2% | +2.2% | |