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Thurston, Springer, Miller, Herd & Titak, Inc.
Thurston, Springer, Miller, Herd & Titak, Inc., founded in 1981 and headquartered in Indianapolis, Indiana, is an independent, employee-owned broker-dealer and SEC-Registered Investment Advisor (RIA). The firm specializes in customized investment management, brokerage, financial planning, and insurance solutions. With nearly forty years of experience, Thurston Springer serves a nationwide client base through a network of independent advisors, focusing on holistic, unbiased financial advice. The firm emphasizes building long-term client relationships and providing tailored wealth management, retirement solutions, and personal financial planning to individuals and families. Many advisors have over 15 years' tenure, reflecting strong continuity and client trust. Employee count is estimated at around 50.
Investment Strategy
Thurston Springer employs a client-centric, holistic approach to investment management. The firm constructs tailored portfolios that align with each client's unique financial goals, family situation, and long-term plans. Eschewing proprietary products, Thurston Springer selects investments from the entire universe of stocks, bonds, mutual funds, ETFs, structured products, and more, striving for unbiased recommendations focused on client financial health. Advisors emphasize transparency, risk management, and financial planning for wealth creation, preservation, and intergenerational transfer. Services include securities-based lending, 401(k) and retirement planning, and a wide spectrum of investment solutions for broad client needs.
Latest 13F Filing Activity
Thurston, Springer, Miller, Herd & Titak, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 525 equity positions with a total 13F market value of $51M. The fund increased holdings in Emcor Group Inc., Heritage Insurance HLDGS, Fidelity Wise Origin Etf among other positions. Thurston, Springer, Miller, Herd & Titak, Inc. reduced exposure to Nvidia Corp., Microsoft Corp., Alps Etf TR Etf among others.
Top Holdings
Equity Positions (525)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O OUSA | ALPS ETF TR ETF | 6.50% | $3.3M | 58,050 | $51.60 | $56.54 | -$24.8M |
A AAPL | APPLE INC | 5.02% | $2.5M | 9,957 | $195.70 | $254.63 | -$14.2M |
M MSFT | MICROSOFT CORP | 3.68% | $1.9M | 3,585 | $441.38 | $517.95 | -$34.7M |
N NVDA | NVIDIA CORP | 2.19% | $1.1M | 5,927 | $132.90 | $186.58 | -$42.9M |
O OUSM | ALPS ETF TR ETF | 1.73% | $872.5K | 19,475 | $41.77 | $44.80 | -$9.5M |
Industry Allocation
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