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Indie Asset Partners, LLC
Indie Asset Partners, LLC is a registered investment advisory firm headquartered in Carmel, Indiana, founded in 2010. The firm serves a broad range of clients, including individuals, high-net-worth families, and institutions. It provides services such as financial planning, portfolio management, family office support, and retirement plan advisory. Indie Asset Partners is led by principal owners Grady J. Gaynor and Kevin M. Alerding. The firm employs a team of approximately 9 professionals and also acts as an adviser to affiliated private funds recommended to clients as appropriate.
Investment Strategy
Indie Asset Partners, LLC develops individualized financial plans with each client, focusing on their specific investment experience, financial situation, and goals. The firm's portfolio management includes the use of affiliated and nonaffiliated funds, alternative investments, and public securities. It provides family office, retirement plan advisory, and direct management of client portfolios, emphasizing client-specific asset allocations and risk profiles. Indie Asset Partners also serves as adviser and investment manager for affiliated private funds such as the Indie Diversified Income Fund, employing both asset-based and performance-based fee structures where appropriate.
Latest 13F Filing Activity
Indie Asset Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 67 equity positions with a total 13F market value of $55M. The fund increased holdings in Vanguard Intl Equity Index F, Dimensional Etf Trust, Schwab Strategic TR among other positions. Indie Asset Partners, LLC reduced exposure to Eli Lilly & Co., Apple Inc., Meta Platforms Inc. among others.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEU | VANGUARD INTL EQUITY INDEX F | 9.70% | $5.3M | 79,311 | $67.22 | $67.22 | +$5.3M |
A AAPL | APPLE INC | 7.77% | $4.3M | 20,826 | $82.60 | $205.17 | -$3.4M |
M MSFT | MICROSOFT CORP | 7.31% | $4.0M | 8,074 | $267.16 | $497.41 | +$644.1K |
N NVDA | NVIDIA CORPORATION | 4.64% | $2.5M | 16,140 | $82.09 | $157.99 | +$905.3K |
V VDE | VANGUARD WORLD FD | 3.81% | $2.1M | 17,582 | $80.85 | $119.12 | -$411.3K |
Industry Allocation
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